EP Wealth Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

EP Wealth Advisors’s Portfolio WH Stock Details WH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-85,801	Closed	-$4.77M	–	300
2018 Q3	$4.77M	Sell	85,801 -4,065	-5%	-$233K	0.37%	48
2018 Q2	$5.29M	Buy	+89,866	New	+$5.53M	0.5%	42

Other funds holding WH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

EP Wealth Advisors's WH Position: Q4 2018 in Review

EP Wealth Advisors sold out of Wyndham Hotels & Resorts (WH) in Q4 2018, closing a stake of 85,801 shares — an estimated $4.77M sold.

EP Wealth Advisors first reported a position in WH in Q2 2018 and held it in 2 quarters. The position peaked at $5.29M in Q2 2018. 422 funds tracked by Wall St. Rank hold WH as of Q4 2018.

EP Wealth Advisors reported no remaining Wyndham Hotels & Resorts position as of Q4 2018 after selling out during the quarter.
EP Wealth Advisors sold 85,801 Wyndham Hotels & Resorts shares in Q4 2018, an estimated $4.77M.
EP Wealth Advisors first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 2 quarters.
EP Wealth Advisors's Wyndham Hotels & Resorts position peaked at $5.29M in Q2 2018.
422 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2018.

Based on EP Wealth Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.