SFS
CLDT

Sowell Financial Services’s Chatham Lodging CLDT Stock Holding History

Sowell Financial Services’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-213
Closed -$1K – 2544
2020
Q2 		$1K Hold
213
– – ﹤0.01% 2259
2020
Q1 		$1K Buy
213
+7
+3% +$98 ﹤0.01% 2206
2019
Q4 		$4K Buy
206
+4
+2% +$72 ﹤0.01% 1952
2019
Q3 		$4K Buy
+202
New +$3.59K ﹤0.01% 1815

Other funds holding CLDT

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Vanguard Group
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sowell Financial Services's CLDT Position: Q3 2020 in Review

Sowell Financial Services sold out of Chatham Lodging (CLDT) in Q3 2020, closing a stake of 213 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in CLDT in Q3 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 155 funds tracked by Wall St. Rank hold CLDT as of Q3 2020.

  • Sowell Financial Services reported no remaining Chatham Lodging position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 213 Chatham Lodging shares in Q3 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in Chatham Lodging in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Chatham Lodging position peaked at $4K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.