Creative Planning’s ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E AHT.PRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-1,000
Closed -$26K 4926
2016
Q2
$26K Buy
1,000
+200
+25% +$5.04K ﹤0.01% 2624
2016
Q1
$19K Buy
800
+400
+100% +$9.5K ﹤0.01% 2812
2015
Q4
$10K Hold
400
﹤0.01% 3329
2015
Q3
$10K Buy
+400
New +$10.5K ﹤0.01% 3242
2015
Q2
Sell
-200
Closed -$5K 3855
2015
Q1
$5K Buy
+200
New +$5.33K ﹤0.01% 3585
2014
Q3
Sell
-200
Closed -$6K 4280
2014
Q2
$6K Buy
+200
New +$5.46K ﹤0.01% 3166

Creative Planning's AHT.PRE Position: Q3 2016 in Review

Creative Planning sold out of ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) in Q3 2016, closing a stake of 1,000 shares — an estimated $26K sold.

Creative Planning first reported a position in AHT.PRE in Q2 2014 and held it in 6 quarters. The position peaked at $26K in Q2 2016. 0 funds tracked by Wall St. Rank hold AHT.PRE as of Q3 2016.

  • Creative Planning reported no remaining ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E position as of Q3 2016 after selling out during the quarter.
  • Creative Planning sold 1,000 ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E shares in Q3 2016, an estimated $26K.
  • Creative Planning first reported a position in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E in Q2 2014 and held it in 6 quarters.
  • Creative Planning's ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E position peaked at $26K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E as of Q3 2016.

Based on Creative Planning's 13F filing for Q3 2016, filed 12 Oct 2016.