Ladenburg Thalmann Financial Services’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$196K	Sell	13,807 -1,012	-7%	-$14.3K	﹤0.01%	2521
2019 Q3	$220K	Buy	14,819 +921	+7%	+$14.1K	﹤0.01%	2389
2019 Q2	$229K	Buy	13,898 +4,655	+50%	+$82.5K	﹤0.01%	2371
2019 Q1	$159K	Buy	9,243 +1,820	+25%	+$32.8K	﹤0.01%	2573
2018 Q4	$128K	Buy	7,423 +5,510	+288%	+$103K	﹤0.01%	2586
2018 Q3	$43K	Buy	1,913 +1,075	+128%	+$24.1K	﹤0.01%	3415
2018 Q2	$15K	Hold	838	–	–	﹤0.01%	4018
2018 Q1	$15K	Hold	838	–	–	﹤0.01%	4018
2017 Q4	$15K	Buy	838 +800	+2,105%	+$14.3K	﹤0.01%	3973
2017 Q3	$1K	Sell	38 -153	-80%	-$2.81K	﹤0.01%	4853
2017 Q2	$4K	Sell	191 -32	-14%	-$601	﹤0.01%	4417
2017 Q1	$4K	Sell	223 -41	-16%	-$822	﹤0.01%	4412
2016 Q4	$5K	Buy	264 +226	+595%	+$4.41K	﹤0.01%	4256
2016 Q3	$1K	Buy	+38	New	+$717	﹤0.01%	4677
2016 Q2	–	Sell	-75	Closed	-$2K	–	4868
2016 Q1	$2K	Hold	75	–	–	﹤0.01%	4417
2015 Q4	$2K	Hold	75	–	–	﹤0.01%	4397
2015 Q3	$2K	Hold	75	–	–	﹤0.01%	4309
2015 Q2	$2K	Hold	75	–	–	﹤0.01%	4379
2015 Q1	$2K	Sell	75 -2,754	-97%	-$74K	﹤0.01%	4318
2014 Q4	$84K	Buy	+2,829	New	+$80.1K	﹤0.01%	2009
2014 Q1	–	Sell	-98	Closed	-$2K	–	3875
2013 Q4	$2K	Sell	98 -18	-16%	-$408	﹤0.01%	3532
2013 Q3	$3K	Sell	116 -47	-29%	-$1.05K	﹤0.01%	3370
2013 Q2	$4K	Buy	+163	New	+$3.79K	﹤0.01%	3160

Other funds holding HT

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

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

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

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

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) stake by 6.8% in Q4 2019, selling an estimated $14.3K and leaving 13,807 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

Ladenburg Thalmann Financial Services first reported a position in HT in Q2 2013 and has held it in 23 quarters since. The position peaked at $229K in Q2 2019. 170 funds tracked by Wall St. Rank hold HT as of Q4 2019.

Ladenburg Thalmann Financial Services held 13,807 shares of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest worth $196K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 1,012 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2019, an estimated $14.3K.
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2521 holding.
Ladenburg Thalmann Financial Services first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2013 and has held it in 23 quarters since.
Ladenburg Thalmann Financial Services's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $229K in Q2 2019.
170 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.