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FineMark National Bank & Trust’s Sunstone Hotel Investors SHO Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-153
Closed -$2K – 898
2016
Q4 		$2K Buy
+153
New +$2.13K ﹤0.01% 1180
2015
Q3 		– Sell
-135
Closed -$2K – 1580
2015
Q2 		$2K Buy
+135
New +$2.12K ﹤0.01% 1274

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

FineMark National Bank & Trust's SHO Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Sunstone Hotel Investors (SHO) in Q1 2017, closing a stake of 153 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in SHO in Q2 2015 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 193 funds tracked by Wall St. Rank hold SHO as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Sunstone Hotel Investors position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 153 Sunstone Hotel Investors shares in Q1 2017, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in Sunstone Hotel Investors in Q2 2015 and held it in 2 quarters.
  • FineMark National Bank & Trust's Sunstone Hotel Investors position peaked at $2K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.