GIM
SOHO

Goelzer Investment Management’s Sotherly Hotels SOHO Stock Holding History

Goelzer Investment 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
2015
Q1 		– Sell
-12,308
Closed -$92K – 199
2014
Q4 		$92K Buy
+12,308
New +$93.2K 0.01% 196

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
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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 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
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Goelzer Investment Management's SOHO Position: Q1 2015 in Review

Goelzer Investment Management sold out of Sotherly Hotels (SOHO) in Q1 2015, closing a stake of 12,308 shares — an estimated $92K sold.

Goelzer Investment Management first reported a position in SOHO in Q4 2014 and held it in 1 quarter. The position peaked at $92K in Q4 2014. 34 funds tracked by Wall St. Rank hold SOHO as of Q1 2015.

  • Goelzer Investment Management reported no remaining Sotherly Hotels position as of Q1 2015 after selling out during the quarter.
  • Goelzer Investment Management sold 12,308 Sotherly Hotels shares in Q1 2015, an estimated $92K.
  • Goelzer Investment Management first reported a position in Sotherly Hotels in Q4 2014 and held it in 1 quarter.
  • Goelzer Investment Management's Sotherly Hotels position peaked at $92K in Q4 2014.
  • 34 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2015.

Based on Goelzer Investment Management's 13F filing for Q1 2015, filed 20 Apr 2015.