Winch Advisory Services’s Xenia Hotels & Resorts XHR Stock Holding History

Winch Advisory Services’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	–	Sell	-1,398	Closed	-$24K	–	321
2017 Q1	$24K	Buy	1,398 +20	+1%	+$359	0.02%	138
2016 Q4	$27K	Buy	1,378 +24	+2%	+$409	0.02%	116
2016 Q3	$21K	Buy	1,354 +21	+2%	+$356	0.02%	118
2016 Q2	$22K	Buy	1,333 +23	+2%	+$362	0.03%	103
2016 Q1	$20K	Buy	1,310 +23	+2%	+$340	0.03%	77
2015 Q4	$20K	Buy	1,287 +16	+1%	+$272	0.02%	85
2015 Q3	$22K	Buy	1,271 +13	+1%	+$259	0.03%	79
2015 Q2	$27K	Buy	1,258 +8	+0.6%	+$182	0.01%	135
2015 Q1	$28K	Buy	+1,250	New	+$27.1K	0.02%	104

Other funds holding XHR

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

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

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's XHR Position: Q2 2017 in Review

Winch Advisory Services sold out of Xenia Hotels & Resorts (XHR) in Q2 2017, closing a stake of 1,398 shares — an estimated $24K sold.

Winch Advisory Services first reported a position in XHR in Q1 2015 and held it in 9 quarters. The position peaked at $28K in Q1 2015. 209 funds tracked by Wall St. Rank hold XHR as of Q2 2017.

Winch Advisory Services reported no remaining Xenia Hotels & Resorts position as of Q2 2017 after selling out during the quarter.
Winch Advisory Services sold 1,398 Xenia Hotels & Resorts shares in Q2 2017, an estimated $24K.
Winch Advisory Services first reported a position in Xenia Hotels & Resorts in Q1 2015 and held it in 9 quarters.
Winch Advisory Services's Xenia Hotels & Resorts position peaked at $28K in Q1 2015.
209 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2017.

Based on Winch Advisory Services's 13F filing for Q2 2017, filed 7 Aug 2017.