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Advisor Group’s Sunstone Hotel Investors SHO Stock Holding History

Advisor Group’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$13K Buy
929
+313
+51% +$4.34K ﹤0.01% 4194
2019
Q3 		$8K Sell
616
-107
-15% -$1.44K ﹤0.01% 4465
2019
Q2 		$10K Sell
723
-333
-32% -$4.71K ﹤0.01% 4380
2019
Q1 		$15K Sell
1,056
-1,447
-58% -$20.8K ﹤0.01% 4150
2018
Q4 		$33K Sell
2,503
-583
-19% -$8.58K ﹤0.01% 3483
2018
Q3 		$50K Buy
3,086
+2,045
+196% +$33.7K ﹤0.01% 3290
2018
Q2 		$17K Buy
1,041
+215
+26% +$3.5K ﹤0.01% 3812
2018
Q1 		$13K Sell
826
-2,741
-77% -$43K ﹤0.01% 3931
2017
Q4 		$59K Buy
3,567
+1,507
+73% +$25K ﹤0.01% 2957
2017
Q3 		$34K Buy
2,060
+364
+21% +$5.78K ﹤0.01% 3223
2017
Q2 		$28K Buy
1,696
+667
+65% +$10.5K ﹤0.01% 3266
2017
Q1 		$16K Buy
1,029
+788
+327% +$11.7K ﹤0.01% 3504
2016
Q4 		$4K Buy
241
+105
+77% +$1.46K ﹤0.01% 4038
2016
Q3 		$2K Sell
136
-752
-85% -$9.85K ﹤0.01% 4185
2016
Q2 		$10K Buy
+888
New +$11.1K ﹤0.01% 3486

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisor Group's SHO Position: Q4 2019 in Review

Advisor Group increased its Sunstone Hotel Investors (SHO) stake by 51% in Q4 2019, buying an estimated $4.34K and bringing the position to 929 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4194.

Advisor Group first reported a position in SHO in Q2 2016 and has held it in 15 quarters since. The position peaked at $59K in Q4 2017. 208 funds tracked by Wall St. Rank hold SHO as of Q4 2019.

  • Advisor Group held 929 shares of Sunstone Hotel Investors worth $13K as of Q4 2019.
  • Advisor Group bought 313 Sunstone Hotel Investors shares in Q4 2019, an estimated $4.34K.
  • Sunstone Hotel Investors made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4194 holding.
  • Advisor Group first reported a position in Sunstone Hotel Investors in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Sunstone Hotel Investors position peaked at $59K in Q4 2017.
  • 208 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.