BCM
SOHO

Bridgeway Capital Management’s Sotherly Hotels SOHO Stock Holding History

Bridgeway Capital Management’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
2018
Q1 		– Sell
-29,170
Closed -$188K – 1427
2017
Q4 		$188K Hold
29,170
– – ﹤0.01% 1282
2017
Q3 		$172K Buy
+29,170
New +$182K ﹤0.01% 1299
2015
Q4 		– Sell
-40,800
Closed -$277K – 1491
2015
Q3 		$277K Hold
40,800
– – 0.01% 1237
2015
Q2 		$288K Hold
40,800
– – 0.01% 1261
2015
Q1 		$310K Hold
40,800
– – 0.01% 1252
2014
Q4 		$306K Hold
40,800
– – 0.01% 1218
2014
Q3 		$318K Hold
40,800
– – 0.01% 1256
2014
Q2 		$319K Buy
+40,800
New +$292K 0.01% 1235

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Bridgeway Capital Management's SOHO Position: Q1 2018 in Review

Bridgeway Capital Management sold out of Sotherly Hotels (SOHO) in Q1 2018, closing a stake of 29,170 shares — an estimated $188K sold.

Bridgeway Capital Management first reported a position in SOHO in Q2 2014 and held it in 8 quarters. The position peaked at $319K in Q2 2014. 35 funds tracked by Wall St. Rank hold SOHO as of Q1 2018.

  • Bridgeway Capital Management reported no remaining Sotherly Hotels position as of Q1 2018 after selling out during the quarter.
  • Bridgeway Capital Management sold 29,170 Sotherly Hotels shares in Q1 2018, an estimated $188K.
  • Bridgeway Capital Management first reported a position in Sotherly Hotels in Q2 2014 and held it in 8 quarters.
  • Bridgeway Capital Management's Sotherly Hotels position peaked at $319K in Q2 2014.
  • 35 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2018.

Based on Bridgeway Capital Management's 13F filing for Q1 2018, filed 15 May 2018.