PO
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Private Ocean’s Wyndham Hotels & Resorts WH Stock Holding History

Private Ocean’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
2019
Q4 		– Sell
-39
Closed -$3K – 625
2019
Q3 		$3K Hold
39
– – ﹤0.01% 523
2019
Q2 		$2K Buy
+39
New +$2.13K ﹤0.01% 431

Other funds holding WH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Ocean's WH Position: Q4 2019 in Review

Private Ocean sold out of Wyndham Hotels & Resorts (WH) in Q4 2019, closing a stake of 39 shares — an estimated $3K sold.

Private Ocean first reported a position in WH in Q2 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 416 funds tracked by Wall St. Rank hold WH as of Q4 2019.

  • Private Ocean reported no remaining Wyndham Hotels & Resorts position as of Q4 2019 after selling out during the quarter.
  • Private Ocean sold 39 Wyndham Hotels & Resorts shares in Q4 2019, an estimated $3K.
  • Private Ocean first reported a position in Wyndham Hotels & Resorts in Q2 2019 and held it in 2 quarters.
  • Private Ocean's Wyndham Hotels & Resorts position peaked at $3K in Q3 2019.
  • 416 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.