SWP
XHR

Strategic Wealth Partners’s Xenia Hotels & Resorts XHR Stock Holding History

Strategic Wealth Partners’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
2019
Q2 		– Sell
-1,766
Closed -$38K – 833
2019
Q1 		$38K Buy
+1,766
New +$33.6K 0.02% 267
2018
Q1 		– Sell
-978
Closed -$22K – 829
2017
Q4 		$22K Buy
+978
New +$21.3K 0.01% 324

Other funds holding XHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Strategic Wealth Partners's XHR Position: Q2 2019 in Review

Strategic Wealth Partners sold out of Xenia Hotels & Resorts (XHR) in Q2 2019, closing a stake of 1,766 shares — an estimated $38K sold.

Strategic Wealth Partners first reported a position in XHR in Q4 2017 and held it in 2 quarters. The position peaked at $38K in Q1 2019. 249 funds tracked by Wall St. Rank hold XHR as of Q2 2019.

  • Strategic Wealth Partners reported no remaining Xenia Hotels & Resorts position as of Q2 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,766 Xenia Hotels & Resorts shares in Q2 2019, an estimated $38K.
  • Strategic Wealth Partners first reported a position in Xenia Hotels & Resorts in Q4 2017 and held it in 2 quarters.
  • Strategic Wealth Partners's Xenia Hotels & Resorts position peaked at $38K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2019.

Based on Strategic Wealth Partners's 13F filing for Q2 2019, filed 6 Aug 2019.