ICAS
AHT

Investors Capital Advisory Services’s Ashford Hospitality Trust AHT Stock Holding History

Investors Capital Advisory Services’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
2014
Q1 		– Sell
-28
Closed -$215K – 672
2013
Q4 		$215K Sell
28
-12
-30% -$94.5K 0.05% 471
2013
Q3 		$311K Buy
40
+6
+18% +$44.6K 0.08% 348
2013
Q2 		$240K Buy
+34
New +$272K 0.07% 364

Other funds holding AHT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BC
BHR Capital New York $48.6M AUM 3.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investors Capital Advisory Services's AHT Position: Q1 2014 in Review

Investors Capital Advisory Services sold out of Ashford Hospitality Trust (AHT) in Q1 2014, closing a stake of 28 shares — an estimated $215K sold.

Investors Capital Advisory Services first reported a position in AHT in Q2 2013 and held it in 3 quarters. The position peaked at $311K in Q3 2013. 148 funds tracked by Wall St. Rank hold AHT as of Q1 2014.

  • Investors Capital Advisory Services reported no remaining Ashford Hospitality Trust position as of Q1 2014 after selling out during the quarter.
  • Investors Capital Advisory Services sold 28 Ashford Hospitality Trust shares in Q1 2014, an estimated $215K.
  • Investors Capital Advisory Services first reported a position in Ashford Hospitality Trust in Q2 2013 and held it in 3 quarters.
  • Investors Capital Advisory Services's Ashford Hospitality Trust position peaked at $311K in Q3 2013.
  • 148 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q1 2014.

Based on Investors Capital Advisory Services's 13F filing for Q1 2014, filed 15 Apr 2014.