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Alera Investment Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Alera Investment Advisors’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
Q1 		– Sell
-61
Closed -$1K – 1318
2018
Q4 		$1K Buy
+61
New +$897 ﹤0.01% 1005

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Alera Investment Advisors's SHO Position: Q1 2019 in Review

Alera Investment Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2019, closing a stake of 61 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in SHO in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 215 funds tracked by Wall St. Rank hold SHO as of Q1 2019.

  • Alera Investment Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 61 Sunstone Hotel Investors shares in Q1 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Sunstone Hotel Investors in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Sunstone Hotel Investors position peaked at $1K in Q4 2018.
  • 215 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.