FGC
XHR

Financial Gravity Companies’s Xenia Hotels & Resorts XHR Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+76
New +$1.54K ﹤0.01% 1263
2018
Q1 		$3K Sell
123
-243
-66% -$5.04K ﹤0.01% 891
2017
Q4 		$8K Buy
+366
New +$7.97K 0.01% 620

Other funds holding XHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Gravity Companies's XHR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Xenia Hotels & Resorts (XHR) in Q4 2018: 76 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in XHR as recently as Q1 2018.

Financial Gravity Companies first reported a position in XHR in Q4 2017 and has held it in 3 quarters since. The position peaked at $8K in Q4 2017. 242 funds tracked by Wall St. Rank hold XHR as of Q4 2018.

  • Financial Gravity Companies held 76 shares of Xenia Hotels & Resorts worth $1K as of Q4 2018.
  • Xenia Hotels & Resorts was a new Financial Gravity Companies position in Q4 2018.
  • Xenia Hotels & Resorts made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1263 holding.
  • Financial Gravity Companies first reported a position in Xenia Hotels & Resorts in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Xenia Hotels & Resorts position peaked at $8K in Q4 2017.
  • 242 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.