KCM Investment Advisors’s SOTHERLY HTL PFD 7.875% C SOHOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-47,127	Closed	-$1.03M	–	358
2018 Q4	$1.03M	Buy	47,127 +1,059	+2%	+$25.7K	0.07%	223
2018 Q3	$1.15M	Buy	46,068 +7,697	+20%	+$194K	0.07%	223
2018 Q2	$970K	Buy	38,371 +42	+0.1%	+$1.05K	0.06%	241
2018 Q1	$958K	Buy	38,329 +4,809	+14%	+$121K	0.06%	260
2017 Q4	$850K	Buy	+33,520	New	+$851K	0.05%	281

Other funds holding SOHOO

SIM

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

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

KCM Investment Advisors sold out of SOTHERLY HTL PFD 7.875% C (SOHOO) in Q1 2019, closing a stake of 47,127 shares — an estimated $1.03M sold.

KCM Investment Advisors first reported a position in SOHOO in Q4 2017 and held it in 5 quarters. The position peaked at $1.15M in Q3 2018. 1 fund tracked by Wall St. Rank holds SOHOO as of Q1 2019.

KCM Investment Advisors reported no remaining SOTHERLY HTL PFD 7.875% C position as of Q1 2019 after selling out during the quarter.
KCM Investment Advisors sold 47,127 SOTHERLY HTL PFD 7.875% C shares in Q1 2019, an estimated $1.03M.
KCM Investment Advisors first reported a position in SOTHERLY HTL PFD 7.875% C in Q4 2017 and held it in 5 quarters.
KCM Investment Advisors's SOTHERLY HTL PFD 7.875% C position peaked at $1.15M in Q3 2018.
1 fund tracked by Wall St. Rank held SOTHERLY HTL PFD 7.875% C as of Q1 2019.

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