AWS
XHR

Aris Wealth Services’s Xenia Hotels & Resorts XHR Stock Holding History

Aris Wealth Services’s Portfolio XHR Stock Details XHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$9K Hold
515
– – 0.02% 234
2015
Q2 		$11K Sell
515
-375
-42% -$8.54K 0.01% 363
2015
Q1 		$20K Buy
+890
New +$19.3K 0.02% 314

Other funds holding XHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IP
InvenTrust Properties Downers Grove, Illinois $1.08M AUM 0.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's XHR Position: Q3 2015 in Review

Aris Wealth Services held its Xenia Hotels & Resorts (XHR) position steady in Q3 2015 at 515 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #234.

Aris Wealth Services first reported a position in XHR in Q1 2015 and has held it in 3 quarters since. The position peaked at $20K in Q1 2015. 163 funds tracked by Wall St. Rank hold XHR as of Q3 2015.

  • Aris Wealth Services held 515 shares of Xenia Hotels & Resorts worth $9K as of Q3 2015.
  • Aris Wealth Services left its Xenia Hotels & Resorts share count unchanged in Q3 2015.
  • Xenia Hotels & Resorts made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #234 holding.
  • Aris Wealth Services first reported a position in Xenia Hotels & Resorts in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Xenia Hotels & Resorts position peaked at $20K in Q1 2015.
  • 163 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.