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BHR

Avantax Planning Partners’s Braemar Hotels & Resorts BHR Stock Holding History

Avantax Planning Partners’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-95
Closed -$1K – 376
2018
Q1 		$1K Buy
+95
New +$887 ﹤0.01% 1678

Other funds holding BHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Avantax Planning Partners's BHR Position: Q2 2018 in Review

Avantax Planning Partners sold out of Braemar Hotels & Resorts (BHR) in Q2 2018, closing a stake of 95 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in BHR in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 117 funds tracked by Wall St. Rank hold BHR as of Q2 2018.

  • Avantax Planning Partners reported no remaining Braemar Hotels & Resorts position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 95 Braemar Hotels & Resorts shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Braemar Hotels & Resorts in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Braemar Hotels & Resorts position peaked at $1K in Q1 2018.
  • 117 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.