SCM
SOHO

Schnieders Capital Management’s Sotherly Hotels SOHO Stock Holding History

Schnieders 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
2016
Q4 		– Sell
-10,100
Closed -$53K – 151
2016
Q3 		$53K Buy
+10,100
New +$58.6K 0.03% 143

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

Schnieders Capital Management's SOHO Position: Q4 2016 in Review

Schnieders Capital Management sold out of Sotherly Hotels (SOHO) in Q4 2016, closing a stake of 10,100 shares — an estimated $53K sold.

Schnieders Capital Management first reported a position in SOHO in Q3 2016 and held it in 1 quarter. The position peaked at $53K in Q3 2016. 45 funds tracked by Wall St. Rank hold SOHO as of Q4 2016.

  • Schnieders Capital Management reported no remaining Sotherly Hotels position as of Q4 2016 after selling out during the quarter.
  • Schnieders Capital Management sold 10,100 Sotherly Hotels shares in Q4 2016, an estimated $53K.
  • Schnieders Capital Management first reported a position in Sotherly Hotels in Q3 2016 and held it in 1 quarter.
  • Schnieders Capital Management's Sotherly Hotels position peaked at $53K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2016.

Based on Schnieders Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.