Laurel Wealth Advisors (North Carolina)’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020 Q3	–	Sell	-1,000	Closed	-$6K	–	560
2020 Q2	$6K	Hold	1,000	–	–	﹤0.01%	408
2020 Q1	$4K	Hold	1,000	–	–	﹤0.01%	435
2019 Q4	$15K	Buy	+1,000	New	+$14.2K	﹤0.01%	352

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

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

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

DGHMC

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

1060 Capital Denver, Colorado $82.3M AUM 146.68% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s HT Position: Q3 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q3 2020, closing a stake of 1,000 shares — an estimated $6K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in HT in Q4 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 149 funds tracked by Wall St. Rank hold HT as of Q3 2020.

Laurel Wealth Advisors (North Carolina) reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q3 2020 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,000 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q3 2020, an estimated $6K.
Laurel Wealth Advisors (North Carolina) first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q4 2019 and held it in 3 quarters.
Laurel Wealth Advisors (North Carolina)'s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $15K in Q4 2019.
149 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q3 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2020, filed 10 Nov 2020.