Atwood & Palmer’s Xenia Hotels & Resorts XHR Stock Holding History

Atwood & Palmer’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
2017 Q1	–	Sell	-1,844	Closed	-$36K	–	339
2016 Q4	$36K	Hold	1,844	–	–	0.01%	188
2016 Q3	$28K	Hold	1,844	–	–	0.01%	202
2016 Q2	$31K	Hold	1,844	–	–	0.01%	199
2016 Q1	$29K	Hold	1,844	–	–	0.01%	207
2015 Q4	$28K	Hold	1,844	–	–	0.01%	242
2015 Q3	$32K	Hold	1,844	–	–	0.01%	224
2015 Q2	$40K	Buy	+1,844	New	+$42K	0.01%	198

Other funds holding XHR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

InvenTrust Properties Downers Grove, Illinois $1.08M AUM 0.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atwood & Palmer's XHR Position: Q1 2017 in Review

Atwood & Palmer sold out of Xenia Hotels & Resorts (XHR) in Q1 2017, closing a stake of 1,844 shares — an estimated $36K sold.

Atwood & Palmer first reported a position in XHR in Q2 2015 and held it in 7 quarters. The position peaked at $40K in Q2 2015. 199 funds tracked by Wall St. Rank hold XHR as of Q1 2017.

Atwood & Palmer reported no remaining Xenia Hotels & Resorts position as of Q1 2017 after selling out during the quarter.
Atwood & Palmer sold 1,844 Xenia Hotels & Resorts shares in Q1 2017, an estimated $36K.
Atwood & Palmer first reported a position in Xenia Hotels & Resorts in Q2 2015 and held it in 7 quarters.
Atwood & Palmer's Xenia Hotels & Resorts position peaked at $40K in Q2 2015.
199 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.