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Financial Gravity Asset Management’s Sunstone Hotel Investors SHO Stock Holding History

Financial Gravity 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
2018
Q3 		– Sell
-372
Closed -$6K – 1589
2018
Q2 		$6K Buy
+372
New +$6.05K 0.01% 705

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Asset Management's SHO Position: Q3 2018 in Review

Financial Gravity Asset Management sold out of Sunstone Hotel Investors (SHO) in Q3 2018, closing a stake of 372 shares — an estimated $6K sold.

Financial Gravity Asset Management first reported a position in SHO in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 206 funds tracked by Wall St. Rank hold SHO as of Q3 2018.

  • Financial Gravity Asset Management reported no remaining Sunstone Hotel Investors position as of Q3 2018 after selling out during the quarter.
  • Financial Gravity Asset Management sold 372 Sunstone Hotel Investors shares in Q3 2018, an estimated $6K.
  • Financial Gravity Asset Management first reported a position in Sunstone Hotel Investors in Q2 2018 and held it in 1 quarter.
  • Financial Gravity Asset Management's Sunstone Hotel Investors position peaked at $6K in Q2 2018.
  • 206 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.