SCM
INN

Shelton Capital Management’s Summit Hotel Properties INN Stock Holding History

Shelton Capital Management’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
2019
Q4 		– Sell
-10,506
Closed -$122K – 850
2019
Q3 		$122K Hold
10,506
– – 0.01% 787
2019
Q2 		$121K Buy
10,506
+10,386
+8,655% +$122K 0.01% 804
2019
Q1 		$10.5K Sell
120
-10,386
-99% -$115K 0.04% 385
2018
Q4 		$102K Hold
10,506
– – 0.01% 751
2018
Q3 		$142K Buy
+10,506
New +$145K 0.01% 896

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shelton Capital Management's INN Position: Q4 2019 in Review

Shelton Capital Management sold out of Summit Hotel Properties (INN) in Q4 2019, closing a stake of 10,506 shares — an estimated $122K sold.

Shelton Capital Management first reported a position in INN in Q3 2018 and held it in 5 quarters. The position peaked at $142K in Q3 2018. 249 funds tracked by Wall St. Rank hold INN as of Q4 2019.

  • Shelton Capital Management reported no remaining Summit Hotel Properties position as of Q4 2019 after selling out during the quarter.
  • Shelton Capital Management sold 10,506 Summit Hotel Properties shares in Q4 2019, an estimated $122K.
  • Shelton Capital Management first reported a position in Summit Hotel Properties in Q3 2018 and held it in 5 quarters.
  • Shelton Capital Management's Summit Hotel Properties position peaked at $142K in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2019.

Based on Shelton Capital Management's 13F filing for Q4 2019, filed 11 Feb 2020.