Independent Order of Foresters’s Sunstone Hotel Investors SHO Stock Holding History

Independent Order of Foresters’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 Q2	–	Sell	-16,616	Closed	-$253K	–	72
2018 Q1	$253K	Hold	16,616	–	–	0.23%	72
2017 Q4	$275K	Hold	16,616	–	–	0.24%	71
2017 Q3	$267K	Hold	16,616	–	–	0.22%	76
2017 Q2	$268K	Hold	16,616	–	–	0.22%	74
2017 Q1	$255K	Hold	16,616	–	–	0.22%	78
2016 Q4	$253K	Hold	16,616	–	–	0.21%	77
2016 Q3	$212K	Hold	16,616	–	–	0.17%	84
2016 Q2	$200K	Hold	16,616	–	–	0.15%	86
2016 Q1	$233K	Sell	16,616 -384	-2%	-$4.73K	0.18%	81
2015 Q4	$212K	Hold	17,000	–	–	0.17%	81
2015 Q3	$225K	Buy	+17,000	New	+$245K	0.19%	83
2015 Q1	–	Sell	-36,328	Closed	-$600K	–	113
2014 Q4	$600K	Buy	36,328 +35,000	+2,636%	+$541K	0.62%	40
2014 Q3	$18K	Hold	1,328	–	–	0.02%	118
2014 Q2	$20K	Hold	1,328	–	–	0.02%	117
2014 Q1	$18K	Sell	1,328 -3,000	-69%	-$40.1K	0.02%	114
2013 Q4	$58K	Hold	4,328	–	–	0.06%	103
2013 Q3	$55K	Hold	4,328	–	–	0.05%	107
2013 Q2	$52K	Buy	+4,328	New	+$52.7K	0.05%	104

Other funds holding SHO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Independent Order of Foresters's SHO Position: Q2 2018 in Review

Independent Order of Foresters sold out of Sunstone Hotel Investors (SHO) in Q2 2018, closing a stake of 16,616 shares — an estimated $253K sold.

Independent Order of Foresters first reported a position in SHO in Q2 2013 and held it in 18 quarters. The position peaked at $600K in Q4 2014. 208 funds tracked by Wall St. Rank hold SHO as of Q2 2018.

Independent Order of Foresters reported no remaining Sunstone Hotel Investors position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 16,616 Sunstone Hotel Investors shares in Q2 2018, an estimated $253K.
Independent Order of Foresters first reported a position in Sunstone Hotel Investors in Q2 2013 and held it in 18 quarters.
Independent Order of Foresters's Sunstone Hotel Investors position peaked at $600K in Q4 2014.
208 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.