Creative Planning
SOHO

Creative Planning’s Sotherly Hotels SOHO Stock Holding History

Creative Planning’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
-5,495
Closed -$37K – 3448
2017
Q2 		$37K Hold
5,495
– – ﹤0.01% 2759
2017
Q1 		$35K Sell
5,495
-1,200
-18% -$8.28K ﹤0.01% 2729
2016
Q4 		$45K Buy
6,695
+1,900
+40% +$10.5K ﹤0.01% 2479
2016
Q3 		$25K Buy
4,795
+1,200
+33% +$6.96K ﹤0.01% 2903
2016
Q2 		$20K Hold
3,595
– – ﹤0.01% 2810
2016
Q1 		$18K Buy
3,595
+1,095
+44% +$5.89K ﹤0.01% 2836
2015
Q4 		$15K Hold
2,500
– – ﹤0.01% 3045
2015
Q3 		$17K Buy
+2,500
New +$17.4K ﹤0.01% 2862
2015
Q2 		– Sell
-2,500
Closed -$19K – 2728
2015
Q1 		$19K Hold
2,500
– – ﹤0.01% 2764
2014
Q4 		$19K Hold
2,500
– – ﹤0.01% 2703
2014
Q3 		$20K Hold
2,500
– – ﹤0.01% 2545
2014
Q2 		$20K Buy
+2,500
New +$17.9K ﹤0.01% 2493

Other funds holding SOHO

UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return