WOC
INN

West Oak Capital’s Summit Hotel Properties INN Stock Holding History

West Oak Capital’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
2018
Q1 		– Sell
-3,742
Closed -$57K – 355
2017
Q4 		$57K Buy
+3,742
New +$57.8K 0.04% 163

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N
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

West Oak Capital's INN Position: Q1 2018 in Review

West Oak Capital sold out of Summit Hotel Properties (INN) in Q1 2018, closing a stake of 3,742 shares — an estimated $57K sold.

West Oak Capital first reported a position in INN in Q4 2017 and held it in 1 quarter. The position peaked at $57K in Q4 2017. 229 funds tracked by Wall St. Rank hold INN as of Q1 2018.

  • West Oak Capital reported no remaining Summit Hotel Properties position as of Q1 2018 after selling out during the quarter.
  • West Oak Capital sold 3,742 Summit Hotel Properties shares in Q1 2018, an estimated $57K.
  • West Oak Capital first reported a position in Summit Hotel Properties in Q4 2017 and held it in 1 quarter.
  • West Oak Capital's Summit Hotel Properties position peaked at $57K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2018.

Based on West Oak Capital's 13F filing for Q1 2018, filed 5 Apr 2018.