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Kiwi Wealth Investments Limited Partnership’s Sunstone Hotel Investors SHO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q3 		– Sell
-72,680
Closed -$1.17M – 152
2017
Q2 		$1.17M Sell
72,680
-16,273
-18% -$256K 0.11% 132
2017
Q1 		$1.36M Buy
+88,953
New +$1.32M 0.11% 131
2016
Q4 		– Sell
-201,404
Closed -$2.58M – 162
2016
Q3 		$2.58M Buy
+201,404
New +$2.64M 0.22% 95

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 $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 $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's SHO Position: Q3 2017 in Review

Kiwi Wealth Investments Limited Partnership sold out of Sunstone Hotel Investors (SHO) in Q3 2017, closing a stake of 72,680 shares — an estimated $1.17M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SHO in Q3 2016 and held it in 3 quarters. The position peaked at $2.58M in Q3 2016. 195 funds tracked by Wall St. Rank hold SHO as of Q3 2017.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Sunstone Hotel Investors position as of Q3 2017 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 72,680 Sunstone Hotel Investors shares in Q3 2017, an estimated $1.17M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Sunstone Hotel Investors in Q3 2016 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Sunstone Hotel Investors position peaked at $2.58M in Q3 2016.
  • 195 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2017.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2017, filed 7 Nov 2017.