LFG
AHT

LifePlan Financial Group’s Ashford Hospitality Trust AHT Stock Holding History

LifePlan Financial Group’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
Q2 		– Sell
-1
Closed -$9K – 73
2014
Q1 		$9K Hold
1
– – 0.01% 182
2013
Q4 		$7K Hold
1
– – ﹤0.01% 173
2013
Q3 		$10K Hold
1
– – 0.01% 148
2013
Q2 		$9K Buy
+1
New +$8.01K 0.01% 121

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LifePlan Financial Group's AHT Position: Q2 2014 in Review

LifePlan Financial Group sold out of Ashford Hospitality Trust (AHT) in Q2 2014, closing a stake of 1 share — an estimated $9K sold.

LifePlan Financial Group first reported a position in AHT in Q2 2013 and held it in 4 quarters. The position peaked at $10K in Q3 2013. 157 funds tracked by Wall St. Rank hold AHT as of Q2 2014.

  • LifePlan Financial Group reported no remaining Ashford Hospitality Trust position as of Q2 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 1 Ashford Hospitality Trust share in Q2 2014, an estimated $9K.
  • LifePlan Financial Group first reported a position in Ashford Hospitality Trust in Q2 2013 and held it in 4 quarters.
  • LifePlan Financial Group's Ashford Hospitality Trust position peaked at $10K in Q3 2013.
  • 157 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q2 2014.

Based on LifePlan Financial Group's 13F filing for Q2 2014, filed 3 Jul 2014.