Calamos Wealth Management’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Calamos Wealth Management’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-44,705	Closed	-$1.26M	–	267
2014 Q4	$1.26M	Sell	44,705 -6,384	-12%	-$181K	0.36%	104
2014 Q3	$1.3M	Buy	51,089 +2,925	+6%	+$78.6K	0.38%	101
2014 Q2	$1.29M	Buy	48,164 +994	+2%	+$24.3K	0.37%	102
2014 Q1	$1.1M	Buy	47,170 +3,830	+9%	+$85.4K	0.33%	119
2013 Q4	$966K	Buy	43,340 +3,292	+8%	+$74.6K	0.3%	112
2013 Q3	$895K	Buy	40,048 +4,825	+14%	+$108K	0.29%	106
2013 Q2	$795K	Buy	+35,223	New	+$820K	0.28%	110

Other funds holding HT

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

LCP

Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Calamos Wealth Management's HT Position: Q1 2015 in Review

Calamos Wealth Management sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q1 2015, closing a stake of 44,705 shares — an estimated $1.26M sold.

Calamos Wealth Management first reported a position in HT in Q2 2013 and held it in 7 quarters. The position peaked at $1.3M in Q3 2014. 179 funds tracked by Wall St. Rank hold HT as of Q1 2015.

Calamos Wealth Management reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q1 2015 after selling out during the quarter.
Calamos Wealth Management sold 44,705 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q1 2015, an estimated $1.26M.
Calamos Wealth Management first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2013 and held it in 7 quarters.
Calamos Wealth Management's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $1.3M in Q3 2014.
179 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q1 2015.

Based on Calamos Wealth Management's 13F filing for Q1 2015, filed 12 May 2015.