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Plante Moran Financial Advisors’s RLJ Lodging Trust RLJ Stock Holding History

Plante Moran Financial Advisors’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-800
Closed -$13K – 907
2018
Q4 		$13K Buy
+800
New +$15.5K ﹤0.01% 472

Other funds holding RLJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Plante Moran Financial Advisors's RLJ Position: Q1 2019 in Review

Plante Moran Financial Advisors sold out of RLJ Lodging Trust (RLJ) in Q1 2019, closing a stake of 800 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in RLJ in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 209 funds tracked by Wall St. Rank hold RLJ as of Q1 2019.

  • Plante Moran Financial Advisors reported no remaining RLJ Lodging Trust position as of Q1 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 800 RLJ Lodging Trust shares in Q1 2019, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in RLJ Lodging Trust in Q4 2018 and held it in 1 quarter.
  • Plante Moran Financial Advisors's RLJ Lodging Trust position peaked at $13K in Q4 2018.
  • 209 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q1 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.