HIM
SOHO

Hillsdale Investment Management’s Sotherly Hotels SOHO Stock Holding History

Hillsdale 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
2018
Q1 		– Sell
-133,775
Closed -$863K – 530
2017
Q4 		$863K Sell
133,775
-69,017
-34% -$441K 0.14% 167
2017
Q3 		$1.19M Buy
202,792
+71,917
+55% +$448K 0.2% 104
2017
Q2 		$887K Buy
130,875
+20,000
+18% +$128K 0.17% 141
2017
Q1 		$709K Buy
+110,875
New +$765K 0.14% 155

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
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
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Hillsdale Investment Management's SOHO Position: Q1 2018 in Review

Hillsdale Investment Management sold out of Sotherly Hotels (SOHO) in Q1 2018, closing a stake of 133,775 shares — an estimated $863K sold.

Hillsdale Investment Management first reported a position in SOHO in Q1 2017 and held it in 4 quarters. The position peaked at $1.19M in Q3 2017. 35 funds tracked by Wall St. Rank hold SOHO as of Q1 2018.

  • Hillsdale Investment Management reported no remaining Sotherly Hotels position as of Q1 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 133,775 Sotherly Hotels shares in Q1 2018, an estimated $863K.
  • Hillsdale Investment Management first reported a position in Sotherly Hotels in Q1 2017 and held it in 4 quarters.
  • Hillsdale Investment Management's Sotherly Hotels position peaked at $1.19M in Q3 2017.
  • 35 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2018.

Based on Hillsdale Investment Management's 13F filing for Q1 2018, filed 14 May 2018.