Fernwood Investment Management’s Ashford Hospitality Trust AHT Stock Holding History

Fernwood Investment Management’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
2017 Q4	–	Sell	-10	Closed	-$67K	–	150
2017 Q3	$67K	Hold	10	–	–	0.04%	136
2017 Q2	$61K	Sell	10 -1	-9%	-$6.25K	0.04%	135
2017 Q1	$68K	Hold	11	–	–	0.05%	133
2016 Q4	$82K	Sell	11 -2	-15%	-$13.1K	0.08%	121
2016 Q3	$77K	Sell	13 -1	-7%	-$6.12K	0.07%	120
2016 Q2	$73K	Hold	14	–	–	0.07%	118
2016 Q1	$87K	Sell	14 -2	-13%	-$10.8K	0.09%	116
2015 Q4	$98K	Sell	16 -1	-6%	-$6.6K	0.08%	121
2015 Q3	$101K	Hold	17	–	–	0.09%	111
2015 Q2	$141K	Hold	17	–	–	0.11%	112
2015 Q1	$161K	Hold	17	–	–	0.13%	109
2014 Q4	$175K	Sell	17 -1	-6%	-$10.1K	0.15%	104
2014 Q3	$171K	Sell	18 -1	-5%	-$10.7K	0.15%	106
2014 Q2	$204K	Sell	19 -1	-5%	-$9.93K	0.17%	107
2014 Q1	$215K	Hold	20	–	–	0.2%	105
2013 Q4	$158K	Buy	+20	New	+$157K	0.1%	134

Other funds holding AHT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fernwood Investment Management's AHT Position: Q4 2017 in Review

Fernwood Investment Management sold out of Ashford Hospitality Trust (AHT) in Q4 2017, closing a stake of 10 shares — an estimated $67K sold.

Fernwood Investment Management first reported a position in AHT in Q4 2013 and held it in 16 quarters. The position peaked at $215K in Q1 2014. 145 funds tracked by Wall St. Rank hold AHT as of Q4 2017.

Fernwood Investment Management reported no remaining Ashford Hospitality Trust position as of Q4 2017 after selling out during the quarter.
Fernwood Investment Management sold 10 Ashford Hospitality Trust shares in Q4 2017, an estimated $67K.
Fernwood Investment Management first reported a position in Ashford Hospitality Trust in Q4 2013 and held it in 16 quarters.
Fernwood Investment Management's Ashford Hospitality Trust position peaked at $215K in Q1 2014.
145 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q4 2017.

Based on Fernwood Investment Management's 13F filing for Q4 2017, filed 5 Feb 2018.