Creative Planning
SHO.PRD

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

Creative Planning’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
2015
Q2 		– Sell
-200
Closed -$5K – 3921
2015
Q1 		$5K Hold
200
– – ﹤0.01% 3589
2014
Q4 		$5K Hold
200
– – ﹤0.01% 3545
2014
Q3 		$5K Hold
200
– – ﹤0.01% 3350
2014
Q2 		$5K Hold
200
– – ﹤0.01% 3273
2014
Q1 		$5K Buy
+200
New +$5.12K ﹤0.01% 3134

Other funds holding SHO.PRD

SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Creative Planning's SHO.PRD Position: Q2 2015 in Review

Creative Planning sold out of SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD (SHO.PRD) in Q2 2015, closing a stake of 200 shares — an estimated $5K sold.

Creative Planning first reported a position in SHO.PRD in Q1 2014 and held it in 5 quarters. The position peaked at $5K in Q1 2015. 20 funds tracked by Wall St. Rank hold SHO.PRD as of Q2 2015.

  • Creative Planning reported no remaining SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD position as of Q2 2015 after selling out during the quarter.
  • Creative Planning sold 200 SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD shares in Q2 2015, an estimated $5K.
  • Creative Planning first reported a position in SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD in Q1 2014 and held it in 5 quarters.
  • Creative Planning's SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD position peaked at $5K in Q1 2015.
  • 20 funds tracked by Wall St. Rank held SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD as of Q2 2015.

Based on Creative Planning's 13F filing for Q2 2015, filed 9 Jul 2015.