Transform Wealth’s Wyndham Hotels & Resorts WH Stock Holding History

Transform Wealth’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
2018 Q3	–	Sell	-28,713	Closed	-$1.69M	–	220
2018 Q2	$1.69M	Buy	+28,713	New	+$1.77M	0.31%	100

Other funds holding WH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Transform Wealth's WH Position: Q3 2018 in Review

Transform Wealth sold out of Wyndham Hotels & Resorts (WH) in Q3 2018, closing a stake of 28,713 shares — an estimated $1.69M sold.

Transform Wealth first reported a position in WH in Q2 2018 and held it in 1 quarter. The position peaked at $1.69M in Q2 2018. 447 funds tracked by Wall St. Rank hold WH as of Q3 2018.

Transform Wealth reported no remaining Wyndham Hotels & Resorts position as of Q3 2018 after selling out during the quarter.
Transform Wealth sold 28,713 Wyndham Hotels & Resorts shares in Q3 2018, an estimated $1.69M.
Transform Wealth first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 1 quarter.
Transform Wealth's Wyndham Hotels & Resorts position peaked at $1.69M in Q2 2018.
447 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2018.

Based on Transform Wealth's 13F filing for Q3 2018, filed 25 Oct 2018.