Wealthspire Advisors (Maryland)’s Chesapeake Lodging Trust CHSP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-128	Closed	-$4K	–	2454
2019 Q1	$4K	Hold	128	–	–	﹤0.01%	1960
2018 Q4	$3K	Sell	128 -19	-13%	-$548	﹤0.01%	2034
2018 Q3	$5K	Buy	147 +19	+15%	+$616	﹤0.01%	1858
2018 Q2	$4K	Hold	128	–	–	﹤0.01%	1952
2018 Q1	$4K	Hold	128	–	–	﹤0.01%	1964
2017 Q4	$3K	Buy	128 +103	+412%	+$2.89K	﹤0.01%	2061
2017 Q3	$1K	Buy	+25	New	+$632	﹤0.01%	2195
2016 Q4	–	Sell	-23	Closed	-$1K	–	1896
2016 Q3	$1K	Hold	23	–	–	﹤0.01%	1692
2016 Q2	$1K	Hold	23	–	–	﹤0.01%	1659
2016 Q1	$1K	Sell	23 -21	-48%	-$530	﹤0.01%	1705
2015 Q4	$1K	Buy	+44	New	+$1.2K	﹤0.01%	1686

Other funds holding CHSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHSP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Chesapeake Lodging Trust (CHSP) in Q2 2019, closing a stake of 128 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in CHSP in Q4 2015 and held it in 11 quarters. The position peaked at $5K in Q3 2018. 174 funds tracked by Wall St. Rank hold CHSP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Chesapeake Lodging Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 128 Chesapeake Lodging Trust shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Chesapeake Lodging Trust in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Chesapeake Lodging Trust position peaked at $5K in Q3 2018.
174 funds tracked by Wall St. Rank held Chesapeake Lodging Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.