PMFA
BHR

Plante Moran Financial Advisors’s Braemar Hotels & Resorts BHR Stock Holding History

Plante Moran Financial Advisors’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
2014
Q3 		– Sell
-404
Closed -$7K – 791
2014
Q2 		$7K Buy
+404
New +$6.37K 0.01% 606

Other funds holding BHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Sandell Asset Management New York $179M AUM 65.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return

Plante Moran Financial Advisors's BHR Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Braemar Hotels & Resorts (BHR) in Q3 2014, closing a stake of 404 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in BHR in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 106 funds tracked by Wall St. Rank hold BHR as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining Braemar Hotels & Resorts position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 404 Braemar Hotels & Resorts shares in Q3 2014, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Braemar Hotels & Resorts in Q2 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Braemar Hotels & Resorts position peaked at $7K in Q2 2014.
  • 106 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.