SSB
SOHO

Sandy Spring Bank’s Sotherly Hotels SOHO Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-800
Closed -$4K – 878
2016
Q3 		$4K Buy
+800
New +$4.64K ﹤0.01% 757

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
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

Sandy Spring Bank's SOHO Position: Q4 2016 in Review

Sandy Spring Bank sold out of Sotherly Hotels (SOHO) in Q4 2016, closing a stake of 800 shares — an estimated $4K sold.

Sandy Spring Bank first reported a position in SOHO in Q3 2016 and held it in 1 quarter. The position peaked at $4K in Q3 2016. 45 funds tracked by Wall St. Rank hold SOHO as of Q4 2016.

  • Sandy Spring Bank reported no remaining Sotherly Hotels position as of Q4 2016 after selling out during the quarter.
  • Sandy Spring Bank sold 800 Sotherly Hotels shares in Q4 2016, an estimated $4K.
  • Sandy Spring Bank first reported a position in Sotherly Hotels in Q3 2016 and held it in 1 quarter.
  • Sandy Spring Bank's Sotherly Hotels position peaked at $4K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2016.

Based on Sandy Spring Bank's 13F filing for Q4 2016, filed 6 Feb 2017.