GSC
SOHO

Ground Swell Capital’s Sotherly Hotels SOHO Stock Holding History

Ground Swell Capital’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
Q3 		$1K Sell
95
-140
-60% -$1.1K ﹤0.01% 2195
2014
Q2 		$2K Buy
+235
New +$1.68K ﹤0.01% 1526

Other funds holding SOHO

J
JWest Carmel, Indiana $110M AUM 27.44% 1-Year Est. Return
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
EWP
Edmunds White Partners Richmond, Virginia $69.2M AUM 56.3% 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

Ground Swell Capital's SOHO Position: Q3 2014 in Review

Ground Swell Capital reduced its Sotherly Hotels (SOHO) stake by 60% in Q3 2014, selling an estimated $1.1K and leaving 95 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Ground Swell Capital first reported a position in SOHO in Q2 2014 and has held it in 2 quarters since. The position peaked at $2K in Q2 2014. 34 funds tracked by Wall St. Rank hold SOHO as of Q3 2014.

  • Ground Swell Capital held 95 shares of Sotherly Hotels worth $1K as of Q3 2014.
  • Ground Swell Capital sold 140 Sotherly Hotels shares in Q3 2014, an estimated $1.1K.
  • Sotherly Hotels made up ﹤0.01% of Ground Swell Capital's portfolio in Q3 2014, its #2195 holding.
  • Ground Swell Capital first reported a position in Sotherly Hotels in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's Sotherly Hotels position peaked at $2K in Q2 2014.
  • 34 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.