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Independent Portfolio Consultants’s Sunstone Hotel Investors SHO Stock Holding History

Independent Portfolio Consultants’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 		$91K Sell
5,660
-2,916
-34% -$45.9K 0.04% 422
2017
Q1 		$131K Sell
8,576
-773
-8% -$11.5K 0.05% 397
2016
Q4 		$143K Sell
9,349
-3,039
-25% -$42.4K 0.05% 378
2016
Q3 		$158K Sell
12,388
-730
-6% -$9.56K 0.05% 379
2016
Q2 		$158K Sell
13,118
-5
-0% -$63 0.05% 376
2016
Q1 		$184K Buy
13,123
+866
+7% +$10.7K 0.05% 356
2015
Q4 		$153K Sell
12,257
-1,980
-14% -$28K 0.05% 372
2015
Q3 		$188K Buy
14,237
+20
+0.1% +$288 0.04% 351
2015
Q2 		$213K Buy
14,217
+330
+2% +$5.19K 0.04% 357
2015
Q1 		$231K Sell
13,887
-4,043
-23% -$69.4K 0.05% 327
2014
Q4 		$296K Sell
17,930
-37,030
-67% -$572K 0.06% 312
2014
Q3 		$760K Sell
54,960
-4,492
-8% -$65.2K 0.2% 134
2014
Q2 		$888K Buy
59,452
+7
+0% +$100 0.25% 101
2014
Q1 		$816K Sell
59,445
-2,240
-4% -$29.9K 0.26% 114
2013
Q4 		$827K Sell
61,685
-1,920
-3% -$25.3K 0.29% 93
2013
Q3 		$810K Sell
63,605
-815
-1% -$10.4K 0.32% 78
2013
Q2 		$778K Buy
+64,420
New +$785K 0.35% 68

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 $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Portfolio Consultants's SHO Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Sunstone Hotel Investors (SHO) stake by 34% in Q2 2017, selling an estimated $45.9K and leaving 5,660 shares worth $91K. The position accounts for 0.04% of the portfolio, ranked #422.

Independent Portfolio Consultants first reported a position in SHO in Q2 2013 and has held it in 17 quarters since. The position peaked at $888K in Q2 2014. 192 funds tracked by Wall St. Rank hold SHO as of Q2 2017.

  • Independent Portfolio Consultants held 5,660 shares of Sunstone Hotel Investors worth $91K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,916 Sunstone Hotel Investors shares in Q2 2017, an estimated $45.9K.
  • Sunstone Hotel Investors made up 0.04% of Independent Portfolio Consultants's portfolio in Q2 2017, its #422 holding.
  • Independent Portfolio Consultants first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Sunstone Hotel Investors position peaked at $888K in Q2 2014.
  • 192 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.