Evanston Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Evanston 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
2018 Q4	$3.24M	Buy	248,770 +5,959	+2%	+$87.7K	0.88%	32
2018 Q3	$3.97M	Buy	242,811 +2,310	+1%	+$38.1K	0.87%	39
2018 Q2	$4M	Buy	240,501 +2,199	+0.9%	+$35.8K	0.9%	39
2018 Q1	$3.63M	Buy	238,302 +34,591	+17%	+$543K	0.84%	41
2017 Q4	$3.37M	Buy	203,711 +786	+0.4%	+$13K	0.81%	40
2017 Q3	$3.26M	Buy	202,925 +421	+0.2%	+$6.69K	0.78%	43
2017 Q2	$3.26M	Buy	202,504 +3,785	+2%	+$59.6K	0.8%	43
2017 Q1	$3.05M	Buy	198,719 +17,621	+10%	+$262K	0.83%	43
2016 Q4	$2.76M	Buy	+181,098	New	+$2.53M	0.85%	43

Other funds holding SHO

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

BlackRock New York $5.72T AUM 30.48% 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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Evanston Advisors's SHO Position: Q4 2018 in Review

Evanston Advisors increased its Sunstone Hotel Investors (SHO) stake by 2.5% in Q4 2018, buying an estimated $87.7K and bringing the position to 248,770 shares worth $3.24M. The position accounts for 0.88% of the portfolio, ranked #32.

Evanston Advisors first reported a position in SHO in Q4 2016 and has held it in 9 quarters since. The position peaked at $4M in Q2 2018. 205 funds tracked by Wall St. Rank hold SHO as of Q4 2018.

Evanston Advisors held 248,770 shares of Sunstone Hotel Investors worth $3.24M as of Q4 2018.
Evanston Advisors bought 5,959 Sunstone Hotel Investors shares in Q4 2018, an estimated $87.7K.
Sunstone Hotel Investors made up 0.88% of Evanston Advisors's portfolio in Q4 2018, its #32 holding.
Evanston Advisors first reported a position in Sunstone Hotel Investors in Q4 2016 and has held it in 9 quarters since.
Evanston Advisors's Sunstone Hotel Investors position peaked at $4M in Q2 2018.
205 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.