RWA
INN

Ropes Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

Ropes Wealth Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-196
Closed -$3K – 672
2017
Q4 		$3K Hold
196
– – ﹤0.01% 686
2017
Q3 		$3K Buy
+196
New +$3.18K ﹤0.01% 647

Other funds holding INN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Ropes Wealth Advisors's INN Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of Summit Hotel Properties (INN) in Q1 2018, closing a stake of 196 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in INN in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q4 2017. 229 funds tracked by Wall St. Rank hold INN as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining Summit Hotel Properties position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 196 Summit Hotel Properties shares in Q1 2018, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in Summit Hotel Properties in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's Summit Hotel Properties position peaked at $3K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.