Zurich Cantonal Bank
SOHO

Zurich Cantonal Bank’s Sotherly Hotels SOHO Stock Holding History

Zurich Cantonal 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
2017
Q2 		– Sell
-12,900
Closed -$83K – 2560
2017
Q1 		$83K Buy
+12,900
New +$89K ﹤0.01% 1490

Other funds holding SOHO

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LWAC
Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Zurich Cantonal Bank's SOHO Position: Q2 2017 in Review

Zurich Cantonal Bank sold out of Sotherly Hotels (SOHO) in Q2 2017, closing a stake of 12,900 shares — an estimated $83K sold.

Zurich Cantonal Bank first reported a position in SOHO in Q1 2017 and held it in 1 quarter. The position peaked at $83K in Q1 2017. 41 funds tracked by Wall St. Rank hold SOHO as of Q2 2017.

  • Zurich Cantonal Bank reported no remaining Sotherly Hotels position as of Q2 2017 after selling out during the quarter.
  • Zurich Cantonal Bank sold 12,900 Sotherly Hotels shares in Q2 2017, an estimated $83K.
  • Zurich Cantonal Bank first reported a position in Sotherly Hotels in Q1 2017 and held it in 1 quarter.
  • Zurich Cantonal Bank's Sotherly Hotels position peaked at $83K in Q1 2017.
  • 41 funds tracked by Wall St. Rank held Sotherly Hotels as of Q2 2017.

Based on Zurich Cantonal Bank's 13F filing for Q2 2017, filed 8 Aug 2017.