GSC
SHO.PRD

Ground Swell Capital’s SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD SHO.PRD Stock Holding History

Ground Swell Capital’s Portfolio SHO.PRD Stock Details SHO.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$14K Buy
500
+400
+400% +$10.7K 0.03% 756
2014
Q2 		$3K Buy
+100
New +$2.63K 0.01% 1405

Other funds holding SHO.PRD

FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RA
RMR Advisors Newton, Massachusetts $194M AUM 15.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ground Swell Capital's SHO.PRD Position: Q3 2014 in Review

Ground Swell Capital increased its SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD (SHO.PRD) stake by 400% in Q3 2014, buying an estimated $10.7K and bringing the position to 500 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #756.

Ground Swell Capital first reported a position in SHO.PRD in Q2 2014 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold SHO.PRD as of Q3 2014.

  • Ground Swell Capital held 500 shares of SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD worth $14K as of Q3 2014.
  • Ground Swell Capital bought 400 SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD shares in Q3 2014, an estimated $10.7K.
  • SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD made up 0.03% of Ground Swell Capital's portfolio in Q3 2014, its #756 holding.
  • Ground Swell Capital first reported a position in SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD in Q2 2014 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.