Jones Financial Companies
HT

Jones Financial Companies’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Jones Financial Companies’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
2013
Q3 		– Sell
-1,054
Closed -$24K – 853
2013
Q2 		$24K Buy
+1,054
New +$24.5K ﹤0.01% 434

Other funds holding HT

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 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
CPIM
Columbia Partners Investment Management Alexandria, Virginia $257M AUM 8.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Jones Financial Companies's HT Position: Q3 2013 in Review

Jones Financial Companies sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q3 2013, closing a stake of 1,054 shares — an estimated $24K sold.

Jones Financial Companies first reported a position in HT in Q2 2013 and held it in 1 quarter. The position peaked at $24K in Q2 2013. 170 funds tracked by Wall St. Rank hold HT as of Q3 2013.

  • Jones Financial Companies reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,054 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q3 2013, an estimated $24K.
  • Jones Financial Companies first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $24K in Q2 2013.
  • 170 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.