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Greenwich Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Greenwich Wealth 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
2017
Q2 		– Sell
-11,120
Closed -$170K – 195
2017
Q1 		$170K Buy
+11,120
New +$166K 0.02% 170

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Greenwich Wealth Management's SHO Position: Q2 2017 in Review

Greenwich Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q2 2017, closing a stake of 11,120 shares — an estimated $170K sold.

Greenwich Wealth Management first reported a position in SHO in Q1 2017 and held it in 1 quarter. The position peaked at $170K in Q1 2017. 192 funds tracked by Wall St. Rank hold SHO as of Q2 2017.

  • Greenwich Wealth Management reported no remaining Sunstone Hotel Investors position as of Q2 2017 after selling out during the quarter.
  • Greenwich Wealth Management sold 11,120 Sunstone Hotel Investors shares in Q2 2017, an estimated $170K.
  • Greenwich Wealth Management first reported a position in Sunstone Hotel Investors in Q1 2017 and held it in 1 quarter.
  • Greenwich Wealth Management's Sunstone Hotel Investors position peaked at $170K in Q1 2017.
  • 192 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2017.

Based on Greenwich Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.