WA
LHO

Waverly Advisors’s LaSalle Hotel Properties LHO Stock Holding History

Waverly Advisors’s Portfolio LHO Stock Details LHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$40K – 450
2014
Q4 		$40K Hold
1,000
– – 0.02% 143
2014
Q3 		$34K Buy
+1,000
New +$35.8K 0.02% 272

Other funds holding LHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waverly Advisors's LHO Position: Q1 2015 in Review

Waverly Advisors sold out of LaSalle Hotel Properties (LHO) in Q1 2015, closing a stake of 1,000 shares — an estimated $40K sold.

Waverly Advisors first reported a position in LHO in Q3 2014 and held it in 2 quarters. The position peaked at $40K in Q4 2014. 259 funds tracked by Wall St. Rank hold LHO as of Q1 2015.

  • Waverly Advisors reported no remaining LaSalle Hotel Properties position as of Q1 2015 after selling out during the quarter.
  • Waverly Advisors sold 1,000 LaSalle Hotel Properties shares in Q1 2015, an estimated $40K.
  • Waverly Advisors first reported a position in LaSalle Hotel Properties in Q3 2014 and held it in 2 quarters.
  • Waverly Advisors's LaSalle Hotel Properties position peaked at $40K in Q4 2014.
  • 259 funds tracked by Wall St. Rank held LaSalle Hotel Properties as of Q1 2015.

Based on Waverly Advisors's 13F filing for Q1 2015, filed 7 May 2015.