WFG Advisors’s Summit Hotel Properties INN Stock Holding History

WFG Advisors’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
2017 Q2	$82K	Hold	4,383	–	–	0.02%	573
2017 Q1	$70K	Hold	4,383	–	–	0.02%	578
2016 Q4	$70K	Hold	4,383	–	–	0.02%	634
2016 Q3	$58K	Hold	4,383	–	–	0.01%	668
2016 Q2	$58K	Hold	4,383	–	–	0.02%	652
2016 Q1	$52K	Buy	4,383 +362	+9%	+$3.85K	0.02%	654
2015 Q4	$48K	Hold	4,021	–	–	0.01%	674
2015 Q3	$47K	Sell	4,021 -167	-4%	-$2.13K	0.01%	663
2015 Q2	$54K	Hold	4,188	–	–	0.01%	706
2015 Q1	$59K	Hold	4,188	–	–	0.02%	681
2014 Q4	$52K	Hold	4,188	–	–	0.01%	872
2014 Q3	$45K	Sell	4,188 -264	-6%	-$2.83K	0.01%	969
2014 Q2	$47K	Hold	4,452	–	–	0.01%	938
2014 Q1	$41K	Hold	4,452	–	–	0.01%	993
2013 Q4	$40K	Hold	4,452	–	–	0.01%	1085
2013 Q3	$41K	Hold	4,452	–	–	0.01%	1001
2013 Q2	$42K	Buy	+4,452	New	+$44.2K	0.01%	951

Other funds holding INN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

LSV Asset Management

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bank of New York Mellon

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