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Gideon Capital Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Gideon Capital 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
Q1 		– Sell
-12,528
Closed -$207K – 453
2017
Q4 		$207K Buy
+12,528
New +$207K 0.18% 263
2017
Q1 		– Sell
-14,463
Closed -$221K – 497
2016
Q4 		$221K Buy
+14,463
New +$202K 0.14% 351

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gideon Capital Advisors's SHO Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2018, closing a stake of 12,528 shares — an estimated $207K sold.

Gideon Capital Advisors first reported a position in SHO in Q4 2016 and held it in 2 quarters. The position peaked at $221K in Q4 2016. 190 funds tracked by Wall St. Rank hold SHO as of Q1 2018.

  • Gideon Capital Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 12,528 Sunstone Hotel Investors shares in Q1 2018, an estimated $207K.
  • Gideon Capital Advisors first reported a position in Sunstone Hotel Investors in Q4 2016 and held it in 2 quarters.
  • Gideon Capital Advisors's Sunstone Hotel Investors position peaked at $221K in Q4 2016.
  • 190 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.