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Ladenburg Thalmann Financial Services’s Sunstone Hotel Investors SHO Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$12K Buy
888
+453
+104% +$6.28K ﹤0.01% 4412
2019
Q3 		$6K Buy
435
+125
+40% +$1.68K ﹤0.01% 4618
2019
Q2 		$4K Buy
310
+94
+44% +$1.33K ﹤0.01% 4802
2019
Q1 		$3K Buy
216
+29
+16% +$417 ﹤0.01% 4852
2018
Q4 		$2K Buy
+187
New +$2.75K ﹤0.01% 4926
2018
Q3 		– Sell
-157
Closed -$2K – 5287
2018
Q2 		$2K Hold
157
– – ﹤0.01% 4888
2018
Q1 		$2K Sell
157
-218
-58% -$3.42K ﹤0.01% 4888
2017
Q4 		$7K Sell
375
-573
-60% -$9.49K ﹤0.01% 4386
2017
Q3 		$15K Hold
948
– – ﹤0.01% 3850
2017
Q2 		$15K Buy
948
+65
+7% +$1.02K ﹤0.01% 3798
2017
Q1 		$13K Sell
883
-408
-32% -$6.08K ﹤0.01% 3836
2016
Q4 		$17K Hold
1,291
– – ﹤0.01% 3578
2016
Q3 		$16K Sell
1,291
-92
-7% -$1.21K ﹤0.01% 3540
2016
Q2 		$17K Buy
+1,383
New +$17.3K ﹤0.01% 3452
2016
Q1 		– Sell
-25
Closed – – 4786
2015
Q4 		$0 Sell
25
-22
-47% -$311 ﹤0.01% 4771
2015
Q3 		$1K Hold
47
– – ﹤0.01% 4451
2015
Q2 		$1K Sell
47
-195
-81% -$3.06K ﹤0.01% 4521
2015
Q1 		$4K Sell
242
-139
-36% -$2.39K ﹤0.01% 4078
2014
Q4 		$6K Sell
381
-317
-45% -$4.9K ﹤0.01% 3664
2014
Q3 		$10K Buy
698
+1
+0.1% +$15 ﹤0.01% 3106
2014
Q2 		$10K Buy
697
+294
+73% +$4.21K ﹤0.01% 3085
2014
Q1 		$6K Buy
403
+212
+111% +$2.83K ﹤0.01% 3200
2013
Q4 		$3K Sell
191
-41
-18% -$540 ﹤0.01% 3427
2013
Q3 		$3K Buy
232
+42
+22% +$536 ﹤0.01% 3359
2013
Q2 		$2K Buy
+190
New +$2.31K ﹤0.01% 3339

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SHO Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Sunstone Hotel Investors (SHO) stake by 104% in Q4 2019, buying an estimated $6.28K and bringing the position to 888 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4412.

Ladenburg Thalmann Financial Services first reported a position in SHO in Q2 2013 and has held it in 25 quarters since. The position peaked at $17K in Q4 2016. 208 funds tracked by Wall St. Rank hold SHO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 888 shares of Sunstone Hotel Investors worth $12K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 453 Sunstone Hotel Investors shares in Q4 2019, an estimated $6.28K.
  • Sunstone Hotel Investors made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4412 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 25 quarters since.
  • Ladenburg Thalmann Financial Services's Sunstone Hotel Investors position peaked at $17K in Q4 2016.
  • 208 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.