MRCM
SOHO

M&R Capital Management’s Sotherly Hotels SOHO Stock Holding History

M&R Capital 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
2017
Q3 		– Sell
-570
Closed -$3K – 570
2017
Q2 		$3K Buy
+570
New +$3.65K ﹤0.01% 512

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
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

M&R Capital Management's SOHO Position: Q3 2017 in Review

M&R Capital Management sold out of Sotherly Hotels (SOHO) in Q3 2017, closing a stake of 570 shares — an estimated $3K sold.

M&R Capital Management first reported a position in SOHO in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 41 funds tracked by Wall St. Rank hold SOHO as of Q3 2017.

  • M&R Capital Management reported no remaining Sotherly Hotels position as of Q3 2017 after selling out during the quarter.
  • M&R Capital Management sold 570 Sotherly Hotels shares in Q3 2017, an estimated $3K.
  • M&R Capital Management first reported a position in Sotherly Hotels in Q2 2017 and held it in 1 quarter.
  • M&R Capital Management's Sotherly Hotels position peaked at $3K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2017.

Based on M&R Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.