FGC
SOHO

Financial Gravity Companies’s Sotherly Hotels SOHO Stock Holding History

Financial Gravity Companies’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
Q4 		$4K Buy
+600
New +$4.02K ﹤0.01% 788

Other funds holding SOHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 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

Financial Gravity Companies's SOHO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Sotherly Hotels (SOHO) in Q4 2018: 600 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings.

36 funds tracked by Wall St. Rank hold SOHO as of Q4 2018.

  • Financial Gravity Companies held 600 shares of Sotherly Hotels worth $4K as of Q4 2018.
  • Sotherly Hotels was a new Financial Gravity Companies position in Q4 2018.
  • Sotherly Hotels made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #788 holding.
  • 36 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.