YWP
CLDT

YorkBridge Wealth Partners’s Chatham Lodging CLDT Stock Holding History

YorkBridge Wealth Partners’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
2018
Q3 		– Sell
-110
Closed -$2K – 764
2018
Q2 		$2K Hold
110
– – ﹤0.01% 769
2018
Q1 		$2K Hold
110
– – ﹤0.01% 763
2017
Q4 		$2K Buy
110
+27
+33% +$605 ﹤0.01% 788
2017
Q3 		$2K Hold
83
– – ﹤0.01% 770
2017
Q2 		$2K Hold
83
– – ﹤0.01% 766
2017
Q1 		$2K Buy
83
+18
+28% +$362 ﹤0.01% 750
2016
Q4 		$1K Buy
+65
New +$1.25K ﹤0.01% 821

Other funds holding CLDT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

YorkBridge Wealth Partners's CLDT Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of Chatham Lodging (CLDT) in Q3 2018, closing a stake of 110 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in CLDT in Q4 2016 and held it in 7 quarters. The position peaked at $2K in Q2 2018. 169 funds tracked by Wall St. Rank hold CLDT as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining Chatham Lodging position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 110 Chatham Lodging shares in Q3 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Chatham Lodging in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's Chatham Lodging position peaked at $2K in Q2 2018.
  • 169 funds tracked by Wall St. Rank held Chatham Lodging as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.