NFG
SOHO

Next Financial Group’s Sotherly Hotels SOHO Stock Holding History

Next Financial Group’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
-9,070
Closed -$62K – 2519
2019
Q3 		$62K Buy
+9,070
New +$62.3K 0.01% 1084

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

Next Financial Group's SOHO Position: Q4 2019 in Review

Next Financial Group sold out of Sotherly Hotels (SOHO) in Q4 2019, closing a stake of 9,070 shares — an estimated $62K sold.

Next Financial Group first reported a position in SOHO in Q3 2019 and held it in 1 quarter. The position peaked at $62K in Q3 2019. 39 funds tracked by Wall St. Rank hold SOHO as of Q4 2019.

  • Next Financial Group reported no remaining Sotherly Hotels position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 9,070 Sotherly Hotels shares in Q4 2019, an estimated $62K.
  • Next Financial Group first reported a position in Sotherly Hotels in Q3 2019 and held it in 1 quarter.
  • Next Financial Group's Sotherly Hotels position peaked at $62K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.