Principal Financial Group
BHR

Principal Financial Group’s Braemar Hotels & Resorts BHR Stock Holding History

Principal Financial Group’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
2019
Q2 		– Sell
-14,723
Closed -$178K – 2231
2019
Q1 		$178K Sell
14,723
-65
-0.4% -$729 ﹤0.01% 2128
2018
Q4 		$131K Buy
+14,788
New +$147K ﹤0.01% 2161
2016
Q2 		– Sell
-10,680
Closed -$123K – 2167
2016
Q1 		$123K Hold
10,680
– – ﹤0.01% 2065
2015
Q4 		$153K Hold
10,680
– – ﹤0.01% 2079
2015
Q3 		$148K Buy
+10,680
New +$152K ﹤0.01% 2064
2014
Q1 		– Sell
-18,948
Closed -$341K – 2262
2013
Q4 		$341K Buy
+18,948
New +$371K ﹤0.01% 1960

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group's BHR Position: Q2 2019 in Review

Principal Financial Group sold out of Braemar Hotels & Resorts (BHR) in Q2 2019, closing a stake of 14,723 shares — an estimated $178K sold.

Principal Financial Group first reported a position in BHR in Q4 2013 and held it in 6 quarters. The position peaked at $341K in Q4 2013. 131 funds tracked by Wall St. Rank hold BHR as of Q2 2019.

  • Principal Financial Group reported no remaining Braemar Hotels & Resorts position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 14,723 Braemar Hotels & Resorts shares in Q2 2019, an estimated $178K.
  • Principal Financial Group first reported a position in Braemar Hotels & Resorts in Q4 2013 and held it in 6 quarters.
  • Principal Financial Group's Braemar Hotels & Resorts position peaked at $341K in Q4 2013.
  • 131 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.