Stifel Financial
XHR

Stifel Financial’s Xenia Hotels & Resorts XHR Stock Holding History

Stifel Financial’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
-37,256
Closed -$784K – 2734
2017
Q3 		$784K Buy
+37,256
New +$746K ﹤0.01% 1626
2016
Q3 		– Sell
-11,498
Closed -$194K – 2523
2016
Q2 		$194K Buy
+11,498
New +$181K ﹤0.01% 2261
2015
Q4 		– Sell
-14,700
Closed -$256K – 2403
2015
Q3 		$256K Buy
+14,700
New +$293K ﹤0.01% 1897

Other funds holding XHR

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stifel Financial's XHR Position: Q4 2017 in Review

Stifel Financial sold out of Xenia Hotels & Resorts (XHR) in Q4 2017, closing a stake of 37,256 shares — an estimated $784K sold.

Stifel Financial first reported a position in XHR in Q3 2015 and held it in 3 quarters. The position peaked at $784K in Q3 2017. 231 funds tracked by Wall St. Rank hold XHR as of Q4 2017.

  • Stifel Financial reported no remaining Xenia Hotels & Resorts position as of Q4 2017 after selling out during the quarter.
  • Stifel Financial sold 37,256 Xenia Hotels & Resorts shares in Q4 2017, an estimated $784K.
  • Stifel Financial first reported a position in Xenia Hotels & Resorts in Q3 2015 and held it in 3 quarters.
  • Stifel Financial's Xenia Hotels & Resorts position peaked at $784K in Q3 2017.
  • 231 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q4 2017.

Based on Stifel Financial's 13F filing for Q4 2017, filed 14 Feb 2018.