HFS
SOHO

HL Financial Services’s Sotherly Hotels SOHO Stock Holding History

HL Financial Services’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
2019
Q1 		$81K Sell
11,910
-2,055
-15% -$13.7K ﹤0.01% 723
2018
Q4 		$78K Buy
13,965
+1,485
+12% +$9.95K ﹤0.01% 708
2018
Q3 		$90K Buy
+12,480
New +$89.1K ﹤0.01% 738

Other funds holding SOHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HL Financial Services's SOHO Position: Q1 2019 in Review

HL Financial Services reduced its Sotherly Hotels (SOHO) stake by 15% in Q1 2019, selling an estimated $13.7K and leaving 11,910 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

HL Financial Services first reported a position in SOHO in Q3 2018 and has held it in 3 quarters since. The position peaked at $90K in Q3 2018. 36 funds tracked by Wall St. Rank hold SOHO as of Q1 2019.

  • HL Financial Services held 11,910 shares of Sotherly Hotels worth $81K as of Q1 2019.
  • HL Financial Services sold 2,055 Sotherly Hotels shares in Q1 2019, an estimated $13.7K.
  • Sotherly Hotels made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #723 holding.
  • HL Financial Services first reported a position in Sotherly Hotels in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's Sotherly Hotels position peaked at $90K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.