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

FMA Advisory’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 Q2	$6K	Buy	+250	New	+$6.47K	﹤0.01%	308
2014 Q4	$579K	Hold	20,588	–	–	0.2%	118
2014 Q3	$525K	Hold	20,588	–	–	0.19%	116
2014 Q2	$553K	Hold	20,588	–	–	0.2%	112
2014 Q1	$480K	Hold	20,588	–	–	0.19%	113
2013 Q4	$459K	Hold	20,588	–	–	0.19%	111
2013 Q3	$460K	Hold	20,588	–	–	0.18%	127
2013 Q2	$464K	Buy	+20,588	New	+$479K	0.2%	124

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

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

LCP

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

BIT

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

VNIM

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

FMA Advisory's HT Position: Q2 2015 in Review

FMA Advisory opened a new position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q2 2015: 250 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: FMA Advisory previously reported a position in HT as recently as Q4 2014.

FMA Advisory first reported a position in HT in Q2 2013 and has held it in 8 quarters since. The position peaked at $579K in Q4 2014. 156 funds tracked by Wall St. Rank hold HT as of Q2 2015.

FMA Advisory held 250 shares of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest worth $6K as of Q2 2015.
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest was a new FMA Advisory position in Q2 2015.
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest made up ﹤0.01% of FMA Advisory's portfolio in Q2 2015, its #308 holding.
FMA Advisory first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2013 and has held it in 8 quarters since.
FMA Advisory's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $579K in Q4 2014.
156 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.