KCM Investment Advisors’s SOTHERLY HOT PFD SER B 8% SOHOB Stock Holding History

KCM Investment Advisors’s Portfolio SOHOB Stock Details SOHOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-117,816	Closed	-$2.92M	–	357
2018 Q4	$2.92M	Buy	117,816 +793	+0.7%	+$19.8K	0.19%	106
2018 Q3	$2.98M	Buy	117,023 +2,127	+2%	+$54.4K	0.17%	118
2018 Q2	$2.91M	Sell	114,896 -695	-0.6%	-$17.5K	0.18%	121
2018 Q1	$2.89M	Buy	115,591 +1,091	+1%	+$27.7K	0.18%	126
2017 Q4	$2.94M	Buy	114,500 +2,628	+2%	+$67.1K	0.17%	133
2017 Q3	$2.84M	Buy	111,872 +7,401	+7%	+$190K	0.17%	136
2017 Q2	$2.64M	Buy	104,471 +9,281	+10%	+$239K	0.17%	152
2017 Q1	$2.47M	Buy	95,190 +7,239	+8%	+$184K	0.16%	154
2016 Q4	$2.24M	Buy	87,951 +13,050	+17%	+$329K	0.15%	158
2016 Q3	$1.96M	Buy	+74,901	New	+$1.95M	0.13%	175

Other funds holding SOHOB

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

KCM Investment Advisors's SOHOB Position: Q1 2019 in Review

KCM Investment Advisors sold out of SOTHERLY HOT PFD SER B 8% (SOHOB) in Q1 2019, closing a stake of 117,816 shares — an estimated $2.92M sold.

KCM Investment Advisors first reported a position in SOHOB in Q3 2016 and held it in 10 quarters. The position peaked at $2.98M in Q3 2018. 1 fund tracked by Wall St. Rank holds SOHOB as of Q1 2019.

KCM Investment Advisors reported no remaining SOTHERLY HOT PFD SER B 8% position as of Q1 2019 after selling out during the quarter.
KCM Investment Advisors sold 117,816 SOTHERLY HOT PFD SER B 8% shares in Q1 2019, an estimated $2.92M.
KCM Investment Advisors first reported a position in SOTHERLY HOT PFD SER B 8% in Q3 2016 and held it in 10 quarters.
KCM Investment Advisors's SOTHERLY HOT PFD SER B 8% position peaked at $2.98M in Q3 2018.
1 fund tracked by Wall St. Rank held SOTHERLY HOT PFD SER B 8% as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.