SPIA
SOHO

Steward Partners Investment Advisory’s Sotherly Hotels SOHO Stock Holding History

Steward Partners Investment Advisory’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
2018
Q4 		– Sell
-414
Closed -$3K – 1947
2018
Q3 		$3K Hold
414
– – ﹤0.01% 2299
2018
Q2 		$3K Hold
414
– – ﹤0.01% 2143
2018
Q1 		$2K Buy
+414
New +$2.58K ﹤0.01% 2037

Other funds holding SOHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Partners Investment Advisory's SOHO Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Sotherly Hotels (SOHO) in Q4 2018, closing a stake of 414 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in SOHO in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 36 funds tracked by Wall St. Rank hold SOHO as of Q4 2018.

  • Steward Partners Investment Advisory reported no remaining Sotherly Hotels position as of Q4 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 414 Sotherly Hotels shares in Q4 2018, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in Sotherly Hotels in Q1 2018 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Sotherly Hotels position peaked at $3K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.