Creative Planning’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Creative Planning’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
2020 Q2	–	Sell	-18,205	Closed	-$65K	–	2164
2020 Q1	$65K	Buy	+18,205	New	+$198K	﹤0.01%	1601
2016 Q1	–	Sell	-392	Closed	-$9K	–	4591
2015 Q4	$9K	Buy	392 +32	+9%	+$757	﹤0.01%	3379
2015 Q3	$8K	Buy	+360	New	+$9.18K	﹤0.01%	3374
2015 Q2	–	Sell	-598	Closed	-$15K	–	3209
2015 Q1	$15K	Buy	598 +255	+74%	+$6.85K	﹤0.01%	2943
2014 Q4	$10K	Buy	343 +100	+41%	+$2.83K	﹤0.01%	3135
2014 Q3	$6K	Hold	243	–	–	﹤0.01%	3226
2014 Q2	$7K	Hold	243	–	–	﹤0.01%	3066
2014 Q1	$6K	Hold	243	–	–	﹤0.01%	3022
2013 Q4	$5K	Hold	243	–	–	﹤0.01%	2856
2013 Q3	$5K	Hold	243	–	–	﹤0.01%	2747
2013 Q2	$5K	Buy	+243	New	+$5.66K	﹤0.01%	2569

Other funds holding HT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's HT Position: Q2 2020 in Review

Creative Planning sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q2 2020, closing a stake of 18,205 shares — an estimated $65K sold.

Creative Planning first reported a position in HT in Q2 2013 and held it in 11 quarters. The position peaked at $65K in Q1 2020. 145 funds tracked by Wall St. Rank hold HT as of Q2 2020.

Creative Planning reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q2 2020 after selling out during the quarter.
Creative Planning sold 18,205 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q2 2020, an estimated $65K.
Creative Planning first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2013 and held it in 11 quarters.
Creative Planning's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $65K in Q1 2020.
145 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q2 2020.

Based on Creative Planning's 13F filing for Q2 2020, filed 23 Jul 2020.