WA
BHR

WFG Advisors’s Braemar Hotels & Resorts BHR Stock Holding History

WFG Advisors’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
2017
Q2 		$14K Hold
1,414
– – ﹤0.01% 1038
2017
Q1 		$15K Buy
1,414
+364
+35% +$4.53K ﹤0.01% 955
2016
Q4 		$14K Sell
1,050
-202
-16% -$2.68K ﹤0.01% 1017
2016
Q3 		$17K Hold
1,252
– – ﹤0.01% 977
2016
Q2 		$18K Sell
1,252
-505
-29% -$6.03K ﹤0.01% 935
2016
Q1 		$20K Buy
1,757
+905
+106% +$9.63K 0.01% 886
2015
Q4 		$12K Hold
852
– – ﹤0.01% 1024
2015
Q3 		$12K Buy
852
+347
+69% +$4.94K ﹤0.01% 1038
2015
Q2 		$8K Sell
505
-306
-38% -$4.8K ﹤0.01% 1236
2015
Q1 		$13K Hold
811
– – ﹤0.01% 1116
2014
Q4 		$14K Buy
811
+306
+61% +$5.09K ﹤0.01% 1336
2014
Q3 		$8K Buy
+505
New +$8.26K ﹤0.01% 1546
2014
Q1 		– Sell
-909
Closed -$16K – 1999
2013
Q4 		$16K Buy
+909
New +$17.8K ﹤0.01% 1418

Other funds holding BHR

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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's BHR Position: Q2 2017 in Review

WFG Advisors held its Braemar Hotels & Resorts (BHR) position steady in Q2 2017 at 1,414 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

WFG Advisors first reported a position in BHR in Q4 2013 and has held it in 13 quarters since. The position peaked at $20K in Q1 2016. 121 funds tracked by Wall St. Rank hold BHR as of Q2 2017.

  • WFG Advisors held 1,414 shares of Braemar Hotels & Resorts worth $14K as of Q2 2017.
  • WFG Advisors left its Braemar Hotels & Resorts share count unchanged in Q2 2017.
  • Braemar Hotels & Resorts made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1038 holding.
  • WFG Advisors first reported a position in Braemar Hotels & Resorts in Q4 2013 and has held it in 13 quarters since.
  • WFG Advisors's Braemar Hotels & Resorts position peaked at $20K in Q1 2016.
  • 121 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.