Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WA
XHR
WFG Advisors’s
Xenia Hotels & Resorts
XHR
Stock Holding History
WFG Advisors’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
Q2
$34K
Hold
1,762
–
–
0.01%
812
2017
Q1
$30K
Hold
1,762
–
–
0.01%
798
2016
Q4
$34K
Hold
1,762
–
–
0.01%
812
2016
Q3
$27K
Buy
1,762
+1,150
+188%
+$19.5K
0.01%
873
2016
Q2
$10K
Sell
612
-875
-59%
-$13.8K
﹤0.01%
1106
2016
Q1
$23K
Buy
1,487
+687
+86%
+$10.2K
0.01%
858
2015
Q4
$12K
Sell
800
-237
-23%
-$4.03K
﹤0.01%
1043
2015
Q3
$18K
Buy
1,037
+300
+41%
+$5.98K
0.01%
936
2015
Q2
$16K
Sell
737
-263
-26%
-$5.99K
﹤0.01%
1048
2015
Q1
$23K
Buy
+1,000
New
+$21.6K
0.01%
945
Other funds holding XHR
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AAMU
APG Asset Management US
New York
$13B AUM
5.3%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Prudential Financial
Newark, New Jersey
$81.2B AUM
27.81%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close