MA
SOHO

MUFG Americas’s Sotherly Hotels SOHO Stock Holding History

MUFG Americas’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
2016
Q1 		– Sell
-1,980
Closed -$12K – 1237
2015
Q4 		$12K Hold
1,980
– – ﹤0.01% 804
2015
Q3 		$13K Buy
1,980
+200
+11% +$1.39K ﹤0.01% 815
2015
Q2 		$13K Hold
1,780
– – ﹤0.01% 835
2015
Q1 		$14K Buy
1,780
+360
+25% +$2.71K ﹤0.01% 870
2014
Q4 		$11K Buy
1,420
+540
+61% +$4.09K ﹤0.01% 940
2014
Q3 		$7K Buy
+880
New +$6.94K ﹤0.01% 1024

Other funds holding SOHO

TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BCCM
Blue Clay Capital Management Minneapolis, Minnesota $68.8M AUM 6.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return