BRWM
AHT.PRE

B. Riley Wealth Management’s ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E AHT.PRE Stock Holding History

B. Riley Wealth Management’s Portfolio AHT.PRE Stock Details AHT.PRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-500
Closed -$13K – 1207
2014
Q2 		$13K Hold
500
– – 0.01% 774
2014
Q1 		$14K Buy
+500
New +$13.2K 0.01% 707

Other funds holding AHT.PRE

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return

B. Riley Wealth Management's AHT.PRE Position: Q3 2014 in Review

B. Riley Wealth Management sold out of ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) in Q3 2014, closing a stake of 500 shares — an estimated $13K sold.

B. Riley Wealth Management first reported a position in AHT.PRE in Q1 2014 and held it in 2 quarters. The position peaked at $14K in Q1 2014. 21 funds tracked by Wall St. Rank hold AHT.PRE as of Q3 2014.

  • B. Riley Wealth Management reported no remaining ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 500 ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E shares in Q3 2014, an estimated $13K.
  • B. Riley Wealth Management first reported a position in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E position peaked at $14K in Q1 2014.
  • 21 funds tracked by Wall St. Rank held ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.