WAM
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Wealthspire Advisors (Maryland)’s Summit Hotel Properties INN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Hold
0
– – – 1904
2018
Q4 		– Hold
0
– – – 1950
2018
Q3 		– Hold
0
– – – 1798
2018
Q2 		– Hold
0
– – – 1885
2018
Q1 		– Hold
0
– – – 2025
2017
Q3 		– Hold
0
– – – 2101
2017
Q2 		– Hold
0
– – – 1889
2017
Q1 		– Hold
0
– – – 1694
2016
Q4 		– Hold
0
– – – 1554
2016
Q3 		– Hold
0
– – – 1552
2016
Q2 		– Hold
0
– – – 1515
2016
Q1 		– Hold
0
– – – 1536
2015
Q4 		– Hold
0
– – – 1523

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return