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YorkBridge Wealth Partners’s Summit Hotel Properties INN Stock Holding History

YorkBridge Wealth Partners’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
Q3 		– Sell
-912
Closed -$17K – 894
2017
Q2 		$17K Sell
912
-212
-19% -$3.7K 0.01% 552
2017
Q1 		$19K Buy
1,124
+366
+48% +$5.77K 0.01% 517
2016
Q4 		$11K Buy
+758
New +$10.6K 0.01% 569

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State Street
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Macquarie Group
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YorkBridge Wealth Partners's INN Position: Q3 2017 in Review

YorkBridge Wealth Partners sold out of Summit Hotel Properties (INN) in Q3 2017, closing a stake of 912 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in INN in Q4 2016 and held it in 3 quarters. The position peaked at $19K in Q1 2017. 228 funds tracked by Wall St. Rank hold INN as of Q3 2017.

  • YorkBridge Wealth Partners reported no remaining Summit Hotel Properties position as of Q3 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 912 Summit Hotel Properties shares in Q3 2017, an estimated $17K.
  • YorkBridge Wealth Partners first reported a position in Summit Hotel Properties in Q4 2016 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Summit Hotel Properties position peaked at $19K in Q1 2017.
  • 228 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2017, filed 27 Oct 2017.