United Capital Financial Advisors’s Chesapeake Lodging Trust CHSP Stock Holding History

United Capital Financial Advisors’s Portfolio CHSP Stock Details CHSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-26,089	Closed	-$597K	–	1344
2016 Q3	$597K	Buy	26,089 +6,543	+33%	+$161K	0.01%	908
2016 Q2	$450K	Buy	19,546 +5,091	+35%	+$123K	﹤0.01%	944
2016 Q1	$382K	Buy	14,455 +4,447	+44%	+$112K	﹤0.01%	945
2015 Q4	$252K	Buy	+10,008	New	+$272K	﹤0.01%	1067

Other funds holding CHSP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Capital Financial Advisors's CHSP Position: Q4 2016 in Review

United Capital Financial Advisors sold out of Chesapeake Lodging Trust (CHSP) in Q4 2016, closing a stake of 26,089 shares — an estimated $597K sold.

United Capital Financial Advisors first reported a position in CHSP in Q4 2015 and held it in 4 quarters. The position peaked at $597K in Q3 2016. 182 funds tracked by Wall St. Rank hold CHSP as of Q4 2016.

United Capital Financial Advisors reported no remaining Chesapeake Lodging Trust position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 26,089 Chesapeake Lodging Trust shares in Q4 2016, an estimated $597K.
United Capital Financial Advisors first reported a position in Chesapeake Lodging Trust in Q4 2015 and held it in 4 quarters.
United Capital Financial Advisors's Chesapeake Lodging Trust position peaked at $597K in Q3 2016.
182 funds tracked by Wall St. Rank held Chesapeake Lodging Trust as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.