Globeflex Capital’s Sunstone Hotel Investors SHO Stock Holding History

Globeflex Capital’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
2016 Q4	–	Sell	-67,554	Closed	-$864K	–	530
2016 Q3	$864K	Sell	67,554 -36,677	-35%	-$481K	0.22%	175
2016 Q2	$1.26M	Buy	104,231 +838	+0.8%	+$10.5K	0.34%	92
2016 Q1	$1.45M	Buy	103,393 +1,977	+2%	+$24.4K	0.39%	61
2015 Q4	$1.27M	Sell	101,416 -51,942	-34%	-$735K	0.34%	91
2015 Q3	$2.03M	Hold	153,358	–	–	0.43%	48
2015 Q2	$2.3M	Sell	153,358 -1,062	-0.7%	-$16.7K	0.42%	51
2015 Q1	$2.57M	Sell	154,420 -3,833	-2%	-$65.8K	0.49%	41
2014 Q4	$2.61M	Buy	+158,253	New	+$2.44M	0.51%	41

Other funds holding SHO

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Globeflex Capital's SHO Position: Q4 2016 in Review

Globeflex Capital sold out of Sunstone Hotel Investors (SHO) in Q4 2016, closing a stake of 67,554 shares — an estimated $864K sold.

Globeflex Capital first reported a position in SHO in Q4 2014 and held it in 8 quarters. The position peaked at $2.61M in Q4 2014. 197 funds tracked by Wall St. Rank hold SHO as of Q4 2016.

Globeflex Capital reported no remaining Sunstone Hotel Investors position as of Q4 2016 after selling out during the quarter.
Globeflex Capital sold 67,554 Sunstone Hotel Investors shares in Q4 2016, an estimated $864K.
Globeflex Capital first reported a position in Sunstone Hotel Investors in Q4 2014 and held it in 8 quarters.
Globeflex Capital's Sunstone Hotel Investors position peaked at $2.61M in Q4 2014.
197 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2016.

Based on Globeflex Capital's 13F filing for Q4 2016, filed 13 Feb 2017.