ASN
SOHO

Advisory Services Network’s Sotherly Hotels SOHO Stock Holding History

Advisory Services Network’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,000
Closed -$61K – 3261
2019
Q4 		$61K Buy
+9,000
New +$59.2K ﹤0.01% 1407

Other funds holding SOHO

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisory Services Network's SOHO Position: Q1 2020 in Review

Advisory Services Network sold out of Sotherly Hotels (SOHO) in Q1 2020, closing a stake of 9,000 shares — an estimated $61K sold.

Advisory Services Network first reported a position in SOHO in Q4 2019 and held it in 1 quarter. The position peaked at $61K in Q4 2019. 31 funds tracked by Wall St. Rank hold SOHO as of Q1 2020.

  • Advisory Services Network reported no remaining Sotherly Hotels position as of Q1 2020 after selling out during the quarter.
  • Advisory Services Network sold 9,000 Sotherly Hotels shares in Q1 2020, an estimated $61K.
  • Advisory Services Network first reported a position in Sotherly Hotels in Q4 2019 and held it in 1 quarter.
  • Advisory Services Network's Sotherly Hotels position peaked at $61K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2020.

Based on Advisory Services Network's 13F filing for Q1 2020, filed 15 May 2020.