Mount Yale Investment Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Mount Yale Investment 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	-1,422	Closed	-$70K	–	786
2018 Q3	$70K	Buy	1,422 +3	+0.2%	+$172	0.01%	541
2018 Q2	$83K	Buy	+1,419	New	+$87.4K	0.02%	522

Other funds holding WH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Mount Yale Investment Advisors's WH Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Wyndham Hotels & Resorts (WH) in Q4 2018, closing a stake of 1,422 shares — an estimated $70K sold.

Mount Yale Investment Advisors first reported a position in WH in Q2 2018 and held it in 2 quarters. The position peaked at $83K in Q2 2018. 422 funds tracked by Wall St. Rank hold WH as of Q4 2018.

Mount Yale Investment Advisors reported no remaining Wyndham Hotels & Resorts position as of Q4 2018 after selling out during the quarter.
Mount Yale Investment Advisors sold 1,422 Wyndham Hotels & Resorts shares in Q4 2018, an estimated $70K.
Mount Yale Investment Advisors first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 2 quarters.
Mount Yale Investment Advisors's Wyndham Hotels & Resorts position peaked at $83K in Q2 2018.
422 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.