AWA
AHT

Arete Wealth Advisors’s Ashford Hospitality Trust AHT Stock Holding History

Arete Wealth Advisors’s Portfolio AHT Stock Details AHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-40
Closed -$319K – 362
2018
Q2 		$319K Sell
40
-1
-2% -$6.98K 0.08% 259
2018
Q1 		$264K Buy
41
+1
+3% +$6.25K 0.09% 261
2017
Q4 		$269K Hold
40
– – 0.09% 256
2017
Q3 		$266K Buy
40
+8
+25% +$49.3K 0.11% 214
2017
Q2 		$194K Buy
+32
New +$200K 0.09% 222

Other funds holding AHT

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Arete Wealth Advisors's AHT Position: Q3 2018 in Review

Arete Wealth Advisors sold out of Ashford Hospitality Trust (AHT) in Q3 2018, closing a stake of 40 shares — an estimated $319K sold.

Arete Wealth Advisors first reported a position in AHT in Q2 2017 and held it in 5 quarters. The position peaked at $319K in Q2 2018. 158 funds tracked by Wall St. Rank hold AHT as of Q3 2018.

  • Arete Wealth Advisors reported no remaining Ashford Hospitality Trust position as of Q3 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 40 Ashford Hospitality Trust shares in Q3 2018, an estimated $319K.
  • Arete Wealth Advisors first reported a position in Ashford Hospitality Trust in Q2 2017 and held it in 5 quarters.
  • Arete Wealth Advisors's Ashford Hospitality Trust position peaked at $319K in Q2 2018.
  • 158 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.