Northwestern Mutual Wealth Management
BHR

Northwestern Mutual Wealth Management’s Braemar Hotels & Resorts BHR Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-55
Closed -$1K – 2035
2016
Q4 		$1K Buy
+55
New +$730 ﹤0.01% 2131
2016
Q3 		– Sell
-48
Closed -$1K – 323
2016
Q2 		$1K Hold
48
– – ﹤0.01% 1920
2016
Q1 		$1K Buy
+48
New +$511 ﹤0.01% 1974

Other funds holding BHR

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
SC
Sessa Capital New York $5.51B AUM 47.23% 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
CAM
ClariVest Asset Management San Diego, California $980M AUM 60.89% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwestern Mutual Wealth Management's BHR Position: Q1 2017 in Review

Northwestern Mutual Wealth Management sold out of Braemar Hotels & Resorts (BHR) in Q1 2017, closing a stake of 55 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in BHR in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2016. 133 funds tracked by Wall St. Rank hold BHR as of Q1 2017.

  • Northwestern Mutual Wealth Management reported no remaining Braemar Hotels & Resorts position as of Q1 2017 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 55 Braemar Hotels & Resorts shares in Q1 2017, an estimated $1K.
  • Northwestern Mutual Wealth Management first reported a position in Braemar Hotels & Resorts in Q1 2016 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Braemar Hotels & Resorts position peaked at $1K in Q4 2016.
  • 133 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2017.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.