EGA
SOHO

Eagle Global Advisors’s Sotherly Hotels SOHO Stock Holding History

Eagle Global 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
2017
Q3 		– Sell
-19,575
Closed -$133K – 344
2017
Q2 		$133K Hold
19,575
– – ﹤0.01% 412
2017
Q1 		$125K Hold
19,575
– – ﹤0.01% 368
2016
Q4 		$133K Buy
+19,575
New +$108K ﹤0.01% 352

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

Eagle Global Advisors's SOHO Position: Q3 2017 in Review

Eagle Global Advisors sold out of Sotherly Hotels (SOHO) in Q3 2017, closing a stake of 19,575 shares — an estimated $133K sold.

Eagle Global Advisors first reported a position in SOHO in Q4 2016 and held it in 3 quarters. The position peaked at $133K in Q2 2017. 41 funds tracked by Wall St. Rank hold SOHO as of Q3 2017.

  • Eagle Global Advisors reported no remaining Sotherly Hotels position as of Q3 2017 after selling out during the quarter.
  • Eagle Global Advisors sold 19,575 Sotherly Hotels shares in Q3 2017, an estimated $133K.
  • Eagle Global Advisors first reported a position in Sotherly Hotels in Q4 2016 and held it in 3 quarters.
  • Eagle Global Advisors's Sotherly Hotels position peaked at $133K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2017.

Based on Eagle Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.