MCIA
XHR

Mountain Capital Investment Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-435
Closed -$9K – 439
2017
Q3 		$9K Buy
+435
New +$8.71K 0.01% 291

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mountain Capital Investment Advisors's XHR Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Xenia Hotels & Resorts (XHR) in Q4 2017, closing a stake of 435 shares — an estimated $9K sold.

Mountain Capital Investment Advisors first reported a position in XHR in Q3 2017 and held it in 1 quarter. The position peaked at $9K in Q3 2017. 231 funds tracked by Wall St. Rank hold XHR as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Xenia Hotels & Resorts position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 435 Xenia Hotels & Resorts shares in Q4 2017, an estimated $9K.
  • Mountain Capital Investment Advisors first reported a position in Xenia Hotels & Resorts in Q3 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Xenia Hotels & Resorts position peaked at $9K in Q3 2017.
  • 231 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.