ClearBridge Investments
SHO.PRD

ClearBridge Investments’s SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD SHO.PRD Stock Holding History

ClearBridge Investments’s Portfolio SHO.PRD Stock Details SHO.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-73,383
Closed -$1.89M – 1205
2014
Q1 		$1.89M Sell
73,383
-26,064
-26% -$668K ﹤0.01% 686
2013
Q4 		$2.48M Hold
99,447
– – ﹤0.01% 646
2013
Q3 		$2.51M Hold
99,447
– – ﹤0.01% 627
2013
Q2 		$27K Buy
+99,447
New +$2.65M ﹤0.01% 950

Other funds holding SHO.PRD

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

ClearBridge Investments's SHO.PRD Position: Q2 2014 in Review

ClearBridge Investments sold out of SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD (SHO.PRD) in Q2 2014, closing a stake of 73,383 shares — an estimated $1.89M sold.

ClearBridge Investments first reported a position in SHO.PRD in Q2 2013 and held it in 4 quarters. The position peaked at $2.51M in Q3 2013. 20 funds tracked by Wall St. Rank hold SHO.PRD as of Q2 2014.

  • ClearBridge Investments reported no remaining SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD position as of Q2 2014 after selling out during the quarter.
  • ClearBridge Investments sold 73,383 SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD shares in Q2 2014, an estimated $1.89M.
  • ClearBridge Investments first reported a position in SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD in Q2 2013 and held it in 4 quarters.
  • ClearBridge Investments's SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD position peaked at $2.51M in Q3 2013.
  • 20 funds tracked by Wall St. Rank held SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD as of Q2 2014.

Based on ClearBridge Investments's 13F filing for Q2 2014, filed 14 Aug 2014.