WFG Advisors’s Chatham Lodging CLDT Stock Holding History

WFG Advisors’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
2017 Q1	–	Sell	-300	Closed	-$6K	–	1508
2016 Q4	$6K	Hold	300	–	–	﹤0.01%	1219
2016 Q3	$6K	Buy	+300	New	+$6.45K	﹤0.01%	1234

Other funds holding CLDT

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

WFG Advisors's CLDT Position: Q1 2017 in Review

WFG Advisors sold out of Chatham Lodging (CLDT) in Q1 2017, closing a stake of 300 shares — an estimated $6K sold.

WFG Advisors first reported a position in CLDT in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 143 funds tracked by Wall St. Rank hold CLDT as of Q1 2017.

WFG Advisors reported no remaining Chatham Lodging position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 300 Chatham Lodging shares in Q1 2017, an estimated $6K.
WFG Advisors first reported a position in Chatham Lodging in Q3 2016 and held it in 2 quarters.
WFG Advisors's Chatham Lodging position peaked at $6K in Q4 2016.
143 funds tracked by Wall St. Rank held Chatham Lodging as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.