Rowland Carmichael Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Rowland Carmichael Advisors’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
2017 Q1	–	Sell	-14,500	Closed	-$312K	–	325
2016 Q4	$312K	Buy	14,500 +500	+4%	+$9.75K	0.18%	160
2016 Q3	$252K	Hold	14,000	–	–	0.16%	185
2016 Q2	$240K	Buy	+14,000	New	+$264K	0.15%	191

Other funds holding HT

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

REMS

Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

DGHMC

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

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

Rowland Carmichael Advisors's HT Position: Q1 2017 in Review

Rowland Carmichael Advisors sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q1 2017, closing a stake of 14,500 shares — an estimated $312K sold.

Rowland Carmichael Advisors first reported a position in HT in Q2 2016 and held it in 3 quarters. The position peaked at $312K in Q4 2016. 156 funds tracked by Wall St. Rank hold HT as of Q1 2017.

Rowland Carmichael Advisors reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q1 2017 after selling out during the quarter.
Rowland Carmichael Advisors sold 14,500 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q1 2017, an estimated $312K.
Rowland Carmichael Advisors first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q2 2016 and held it in 3 quarters.
Rowland Carmichael Advisors's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $312K in Q4 2016.
156 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q1 2017.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2017, filed 10 Feb 2020.