Janney Montgomery Scott
SOHO

Janney Montgomery Scott’s Sotherly Hotels SOHO Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-12,650
Closed -$85K – 2129
2019
Q3 		$85K Hold
12,650
– – ﹤0.01% 1993
2019
Q2 		$88K Buy
12,650
+750
+6% +$5.29K ﹤0.01% 2006
2019
Q1 		$81K Buy
11,900
+600
+5% +$4K ﹤0.01% 1957
2018
Q4 		$63K Sell
11,300
-2,500
-18% -$16.8K ﹤0.01% 1899
2018
Q3 		$99K Buy
+13,800
New +$98.5K ﹤0.01% 2000

Other funds holding SOHO

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Janney Montgomery Scott's SOHO Position: Q4 2019 in Review

Janney Montgomery Scott sold out of Sotherly Hotels (SOHO) in Q4 2019, closing a stake of 12,650 shares — an estimated $85K sold.

Janney Montgomery Scott first reported a position in SOHO in Q3 2018 and held it in 5 quarters. The position peaked at $99K in Q3 2018. 39 funds tracked by Wall St. Rank hold SOHO as of Q4 2019.

  • Janney Montgomery Scott reported no remaining Sotherly Hotels position as of Q4 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,650 Sotherly Hotels shares in Q4 2019, an estimated $85K.
  • Janney Montgomery Scott first reported a position in Sotherly Hotels in Q3 2018 and held it in 5 quarters.
  • Janney Montgomery Scott's Sotherly Hotels position peaked at $99K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2019.

Based on Janney Montgomery Scott's 13F filing for Q4 2019, filed 21 Jan 2020.