WWMSC
CLDT

Wagner Wealth Management (South Carolina)’s Chatham Lodging CLDT Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
27
– – ﹤0.01% 594
2018
Q2 		$1K Hold
27
– – ﹤0.01% 555
2018
Q1 		$1K Buy
+27
New +$562 ﹤0.01% 515
2017
Q4 		– Hold
0
– – – 716

Other funds holding CLDT

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CLDT Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Chatham Lodging (CLDT) position steady in Q3 2018 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Wagner Wealth Management (South Carolina) first reported a position in CLDT in Q1 2018 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold CLDT as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 27 shares of Chatham Lodging worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Chatham Lodging share count unchanged in Q3 2018.
  • Chatham Lodging made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #594 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Chatham Lodging in Q1 2018 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.