DA
SOHO

Denali Advisors’s Sotherly Hotels SOHO Stock Holding History

Denali Advisors’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
2014
Q4 		– Sell
-200
Closed -$2K – 265
2014
Q3 		$2K Hold
200
– – ﹤0.01% 190
2014
Q2 		$2K Hold
200
– – ﹤0.01% 216
2014
Q1 		$1K Buy
+200
New +$1.21K ﹤0.01% 249

Other funds holding SOHO

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCM
Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Denali Advisors's SOHO Position: Q4 2014 in Review

Denali Advisors sold out of Sotherly Hotels (SOHO) in Q4 2014, closing a stake of 200 shares — an estimated $2K sold.

Denali Advisors first reported a position in SOHO in Q1 2014 and held it in 3 quarters. The position peaked at $2K in Q3 2014. 31 funds tracked by Wall St. Rank hold SOHO as of Q4 2014.

  • Denali Advisors reported no remaining Sotherly Hotels position as of Q4 2014 after selling out during the quarter.
  • Denali Advisors sold 200 Sotherly Hotels shares in Q4 2014, an estimated $2K.
  • Denali Advisors first reported a position in Sotherly Hotels in Q1 2014 and held it in 3 quarters.
  • Denali Advisors's Sotherly Hotels position peaked at $2K in Q3 2014.
  • 31 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2014.

Based on Denali Advisors's 13F filing for Q4 2014, filed 7 Jan 2015.