Ameriprise
SOHO

Ameriprise’s Sotherly Hotels SOHO Stock Holding History

Ameriprise’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
2017
Q3 		– Sell
-10,763
Closed -$73K – 3756
2017
Q2 		$73K Hold
10,763
– – ﹤0.01% 3672
2017
Q1 		$69K Buy
+10,763
New +$74.3K ﹤0.01% 3563

Other funds holding SOHO

UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Ameriprise's SOHO Position: Q3 2017 in Review

Ameriprise sold out of Sotherly Hotels (SOHO) in Q3 2017, closing a stake of 10,763 shares — an estimated $73K sold.

Ameriprise first reported a position in SOHO in Q1 2017 and held it in 2 quarters. The position peaked at $73K in Q2 2017. 41 funds tracked by Wall St. Rank hold SOHO as of Q3 2017.

  • Ameriprise reported no remaining Sotherly Hotels position as of Q3 2017 after selling out during the quarter.
  • Ameriprise sold 10,763 Sotherly Hotels shares in Q3 2017, an estimated $73K.
  • Ameriprise first reported a position in Sotherly Hotels in Q1 2017 and held it in 2 quarters.
  • Ameriprise's Sotherly Hotels position peaked at $73K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2017.

Based on Ameriprise's 13F filing for Q3 2017, filed 7 Nov 2017.