IBEX Wealth Advisors’s Park Hotels & Resorts PK Stock Holding History

IBEX Wealth Advisors’s Portfolio PK Stock Details PK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-77,089	Closed	-$2.12M	–	309
2019 Q2	$2.12M	Buy	77,089 +7,666	+11%	+$230K	0.61%	63
2019 Q1	$2.16M	Buy	69,423 +41,012	+144%	+$1.23M	0.76%	58
2018 Q4	$738K	Buy	+28,411	New	+$841K	0.34%	64

Other funds holding PK

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's PK Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Park Hotels & Resorts (PK) in Q3 2019, closing a stake of 77,089 shares — an estimated $2.12M sold.

IBEX Wealth Advisors first reported a position in PK in Q4 2018 and held it in 3 quarters. The position peaked at $2.16M in Q1 2019. 311 funds tracked by Wall St. Rank hold PK as of Q3 2019.

IBEX Wealth Advisors reported no remaining Park Hotels & Resorts position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 77,089 Park Hotels & Resorts shares in Q3 2019, an estimated $2.12M.
IBEX Wealth Advisors first reported a position in Park Hotels & Resorts in Q4 2018 and held it in 3 quarters.
IBEX Wealth Advisors's Park Hotels & Resorts position peaked at $2.16M in Q1 2019.
311 funds tracked by Wall St. Rank held Park Hotels & Resorts as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.