C.M. Bidwell & Associates’s Sunstone Hotel Investors SHO Stock Holding History

C.M. Bidwell & Associates’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
2018 Q1	–	Sell	-14,255	Closed	-$236K	–	435
2017 Q4	$236K	Sell	14,255 -2,680	-16%	-$44.4K	0.2%	136
2017 Q3	$272K	Sell	16,935 -3,855	-19%	-$61.3K	0.42%	96
2017 Q2	$335K	Buy	20,790 +7,100	+52%	+$112K	0.07%	110
2017 Q1	$210K	Buy	+13,690	New	+$204K	0.05%	152
2015 Q3	–	Sell	-12,825	Closed	-$193K	–	273
2015 Q2	$193K	Buy	+12,825	New	+$202K	0.04%	173

Other funds holding SHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

C.M. Bidwell & Associates's SHO Position: Q1 2018 in Review

C.M. Bidwell & Associates sold out of Sunstone Hotel Investors (SHO) in Q1 2018, closing a stake of 14,255 shares — an estimated $236K sold.

C.M. Bidwell & Associates first reported a position in SHO in Q2 2015 and held it in 5 quarters. The position peaked at $335K in Q2 2017. 190 funds tracked by Wall St. Rank hold SHO as of Q1 2018.

C.M. Bidwell & Associates reported no remaining Sunstone Hotel Investors position as of Q1 2018 after selling out during the quarter.
C.M. Bidwell & Associates sold 14,255 Sunstone Hotel Investors shares in Q1 2018, an estimated $236K.
C.M. Bidwell & Associates first reported a position in Sunstone Hotel Investors in Q2 2015 and held it in 5 quarters.
C.M. Bidwell & Associates's Sunstone Hotel Investors position peaked at $335K in Q2 2017.
190 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2018, filed 11 May 2018.