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James Investment Research’s Sunstone Hotel Investors SHO Stock Holding History

James Investment Research’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
Q4 		– Sell
-133,775
Closed -$2.15M – 843
2017
Q3 		$2.15M Buy
133,775
+105,300
+370% +$1.67M 0.07% 227
2017
Q2 		$459K Sell
28,475
-600
-2% -$9.45K 0.01% 462
2017
Q1 		$446K Sell
29,075
-20,589
-41% -$307K 0.01% 341
2016
Q4 		$757K Hold
49,664
– – 0.02% 276
2016
Q3 		$635K Buy
49,664
+3,690
+8% +$48.3K 0.02% 284
2016
Q2 		$555K Buy
+45,974
New +$576K 0.01% 255

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

James Investment Research's SHO Position: Q4 2017 in Review

James Investment Research sold out of Sunstone Hotel Investors (SHO) in Q4 2017, closing a stake of 133,775 shares — an estimated $2.15M sold.

James Investment Research first reported a position in SHO in Q2 2016 and held it in 6 quarters. The position peaked at $2.15M in Q3 2017. 195 funds tracked by Wall St. Rank hold SHO as of Q4 2017.

  • James Investment Research reported no remaining Sunstone Hotel Investors position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 133,775 Sunstone Hotel Investors shares in Q4 2017, an estimated $2.15M.
  • James Investment Research first reported a position in Sunstone Hotel Investors in Q2 2016 and held it in 6 quarters.
  • James Investment Research's Sunstone Hotel Investors position peaked at $2.15M in Q3 2017.
  • 195 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.