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Capstone Asset Management’s Sunstone Hotel Investors SHO Stock Holding History

Capstone Asset Management’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
2013
Q4 		– Sell
-16,442
Closed -$209K – 1949
2013
Q3 		$209K Sell
16,442
-101
-0.6% -$1.29K 0.01% 1832
2013
Q2 		$200K Buy
+16,543
New +$202K 0.01% 1786

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capstone Asset Management's SHO Position: Q4 2013 in Review

Capstone Asset Management sold out of Sunstone Hotel Investors (SHO) in Q4 2013, closing a stake of 16,442 shares — an estimated $209K sold.

Capstone Asset Management first reported a position in SHO in Q2 2013 and held it in 2 quarters. The position peaked at $209K in Q3 2013. 186 funds tracked by Wall St. Rank hold SHO as of Q4 2013.

  • Capstone Asset Management reported no remaining Sunstone Hotel Investors position as of Q4 2013 after selling out during the quarter.
  • Capstone Asset Management sold 16,442 Sunstone Hotel Investors shares in Q4 2013, an estimated $209K.
  • Capstone Asset Management first reported a position in Sunstone Hotel Investors in Q2 2013 and held it in 2 quarters.
  • Capstone Asset Management's Sunstone Hotel Investors position peaked at $209K in Q3 2013.
  • 186 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2013.

Based on Capstone Asset Management's 13F filing for Q4 2013, filed 4 Feb 2014.