WFG Advisors’s Ashford Hospitality Trust AHT Stock Holding History

WFG Advisors’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
2017 Q2	$190K	Buy	32 +6	+23%	+$37.5K	0.04%	379
2017 Q1	$166K	Sell	26 -4	-13%	-$28.1K	0.04%	370
2016 Q4	$229K	Buy	30 +7	+30%	+$45.7K	0.06%	342
2016 Q3	$135K	Hold	23	–	–	0.03%	456
2016 Q2	$121K	Buy	23 +2	+10%	+$10.8K	0.03%	452
2016 Q1	$131K	Buy	21 +5	+31%	+$27.1K	0.04%	420
2015 Q4	$98K	Sell	16 -2	-11%	-$13.2K	0.03%	472
2015 Q3	$110K	Hold	18	–	–	0.03%	437
2015 Q2	$152K	Buy	18 +2	+13%	+$17.7K	0.04%	413
2015 Q1	$149K	Buy	16 +11	+220%	+$112K	0.04%	427
2014 Q4	$47K	Buy	5 +2	+67%	+$20.2K	0.01%	903
2014 Q3	$26K	Buy	+3	New	+$32.1K	﹤0.01%	1171
2014 Q1	–	Sell	-10	Closed	-$79K	–	1981
2013 Q4	$79K	Buy	10 +5	+100%	+$39.4K	0.01%	828
2013 Q3	$37K	Buy	5 +3	+150%	+$22.3K	0.01%	1031
2013 Q2	$11K	Buy	+2	New	+$16K	﹤0.01%	1409

Other funds holding AHT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WFG Advisors's AHT Position: Q2 2017 in Review

WFG Advisors increased its Ashford Hospitality Trust (AHT) stake by 23% in Q2 2017, buying an estimated $37.5K and bringing the position to 32 shares worth $190K. The position accounts for 0.04% of the portfolio, ranked #379.

WFG Advisors first reported a position in AHT in Q2 2013 and has held it in 15 quarters since. The position peaked at $229K in Q4 2016. 145 funds tracked by Wall St. Rank hold AHT as of Q2 2017.

WFG Advisors held 32 shares of Ashford Hospitality Trust worth $190K as of Q2 2017.
WFG Advisors bought 6 Ashford Hospitality Trust shares in Q2 2017, an estimated $37.5K.
Ashford Hospitality Trust made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #379 holding.
WFG Advisors first reported a position in Ashford Hospitality Trust in Q2 2013 and has held it in 15 quarters since.
WFG Advisors's Ashford Hospitality Trust position peaked at $229K in Q4 2016.
145 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.