MGIA
XHR

Moneta Group Investment Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Moneta Group Investment Advisors’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
Q3 		– Sell
-535
Closed -$13K – 380
2018
Q2 		$13K Sell
535
-12,509
-96% -$285K ﹤0.01% 377
2018
Q1 		$13K Buy
+13,044
New +$270K ﹤0.01% 440

Other funds holding XHR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moneta Group Investment Advisors's XHR Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of Xenia Hotels & Resorts (XHR) in Q3 2018, closing a stake of 535 shares — an estimated $13K sold.

Moneta Group Investment Advisors first reported a position in XHR in Q1 2018 and held it in 2 quarters. The position peaked at $13K in Q2 2018. 233 funds tracked by Wall St. Rank hold XHR as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining Xenia Hotels & Resorts position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 535 Xenia Hotels & Resorts shares in Q3 2018, an estimated $13K.
  • Moneta Group Investment Advisors first reported a position in Xenia Hotels & Resorts in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Xenia Hotels & Resorts position peaked at $13K in Q2 2018.
  • 233 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.