KJWM
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Kiley Juergens Wealth Management’s Xenia Hotels & Resorts XHR Stock Holding History

Kiley Juergens Wealth Management’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 		– Sell
-100
Closed -$2K – 669
2018
Q3 		$2K Buy
+100
New +$2.41K ﹤0.01% 589

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 $3.38T AUM 44.17% 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

Kiley Juergens Wealth Management's XHR Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Xenia Hotels & Resorts (XHR) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Kiley Juergens Wealth Management first reported a position in XHR in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 242 funds tracked by Wall St. Rank hold XHR as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Xenia Hotels & Resorts position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 100 Xenia Hotels & Resorts shares in Q4 2018, an estimated $2K.
  • Kiley Juergens Wealth Management first reported a position in Xenia Hotels & Resorts in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Xenia Hotels & Resorts position peaked at $2K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.