KCM Investment Advisors’s Hersha Hospitality Trust 6.50% Series D Cumulative Redeemable Preferred Shares of Beneficial Interest, $0.01 par value per share HT.PRD Stock Holding History

KCM Investment Advisors’s Portfolio HT.PRD Stock Details HT.PRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,025	Closed	-$279K	–	511
2018 Q3	$279K	Buy	12,025 +40	+0.3%	+$944	0.02%	447
2018 Q2	$287K	Sell	11,985 -1,548	-11%	-$36.3K	0.02%	440
2018 Q1	$315K	Sell	13,533 -4,103	-23%	-$97.4K	0.02%	427
2017 Q4	$435K	Sell	17,636 -1,484	-8%	-$37.9K	0.03%	373
2017 Q3	$489K	Sell	19,120 -434	-2%	-$11.1K	0.03%	358
2017 Q2	$494K	Buy	19,554 +1,566	+9%	+$39.3K	0.03%	356
2017 Q1	$452K	Buy	17,988 +769	+4%	+$18.5K	0.03%	373
2016 Q4	$385K	Sell	17,219 -331	-2%	-$8.01K	0.03%	395
2016 Q3	$446K	Buy	17,550 +2,250	+15%	+$57K	0.03%	382
2016 Q2	$387K	Buy	+15,300	New	+$382K	0.03%	394

Other funds holding HT.PRD

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

ECM

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

KCM Investment Advisors's HT.PRD Position: Q4 2018 in Review

KCM Investment Advisors sold out of Hersha Hospitality Trust 6.50% Series D Cumulative Redeemable Preferred Shares of Beneficial Interest, $0.01 par value per share (HT.PRD) in Q4 2018, closing a stake of 12,025 shares — an estimated $279K sold.

KCM Investment Advisors first reported a position in HT.PRD in Q2 2016 and held it in 10 quarters. The position peaked at $494K in Q2 2017. 2 funds tracked by Wall St. Rank hold HT.PRD as of Q4 2018.

KCM Investment Advisors reported no remaining Hersha Hospitality Trust 6.50% Series D Cumulative Redeemable Preferred Shares of Beneficial Interest, $0.01 par value per share position as of Q4 2018 after selling out during the quarter.
KCM Investment Advisors sold 12,025 Hersha Hospitality Trust 6.50% Series D Cumulative Redeemable Preferred Shares of Beneficial Interest, $0.01 par value per share shares in Q4 2018, an estimated $279K.
KCM Investment Advisors first reported a position in Hersha Hospitality Trust 6.50% Series D Cumulative Redeemable Preferred Shares of Beneficial Interest, $0.01 par value per share in Q2 2016 and held it in 10 quarters.
KCM Investment Advisors's Hersha Hospitality Trust 6.50% Series D Cumulative Redeemable Preferred Shares of Beneficial Interest, $0.01 par value per share position peaked at $494K in Q2 2017.
2 funds tracked by Wall St. Rank held Hersha Hospitality Trust 6.50% Series D Cumulative Redeemable Preferred Shares of Beneficial Interest, $0.01 par value per share as of Q4 2018.

Based on KCM Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.