Wealthspire Advisors (Maryland)’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-103	Closed	-$2K	–	2207
2019 Q1	$2K	Hold	103	–	–	﹤0.01%	2233
2018 Q4	$2K	Buy	103 +97	+1,617%	+$1.81K	﹤0.01%	2159
2018 Q3	$0	Sell	6 -235	-98%	-$5.27K	﹤0.01%	2548
2018 Q2	$5K	Hold	241	–	–	﹤0.01%	1830
2018 Q1	$4K	Buy	241 +6	+3%	+$107	﹤0.01%	1955
2017 Q4	$4K	Buy	235 +213	+968%	+$3.81K	﹤0.01%	1938
2017 Q3	$0	Buy	+22	New	+$404	﹤0.01%	2513
2017 Q2	–	Sell	-1,540	Closed	-$29K	–	2301
2017 Q1	$29K	Sell	1,540 -949	-38%	-$19K	﹤0.01%	963
2016 Q4	$54K	Buy	2,489 +153	+7%	+$2.98K	0.01%	749
2016 Q3	$42K	Hold	2,336	–	–	0.01%	828
2016 Q2	$40K	Buy	2,336 +1,004	+75%	+$18.9K	0.01%	797
2016 Q1	$28K	Sell	1,332 -307	-19%	-$6.02K	﹤0.01%	859
2015 Q4	$36K	Buy	+1,639	New	+$38.8K	0.01%	804

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Wealthspire Advisors (Maryland)'s HT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q2 2019, closing a stake of 103 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in HT in Q4 2015 and held it in 13 quarters. The position peaked at $54K in Q4 2016. 163 funds tracked by Wall St. Rank hold HT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 103 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $54K in Q4 2016.
163 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.