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Lenox Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Lenox Wealth Management’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
Q4 		– Sell
-20
Closed -$2K – 677
2018
Q3 		$2K Sell
20
-17,763
-100% -$293K ﹤0.01% 587
2018
Q2 		$296K Buy
+17,783
New +$289K 0.1% 116

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Lenox Wealth Management's SHO Position: Q4 2018 in Review

Lenox Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q4 2018, closing a stake of 20 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in SHO in Q2 2018 and held it in 2 quarters. The position peaked at $296K in Q2 2018. 205 funds tracked by Wall St. Rank hold SHO as of Q4 2018.

  • Lenox Wealth Management reported no remaining Sunstone Hotel Investors position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 20 Sunstone Hotel Investors shares in Q4 2018, an estimated $2K.
  • Lenox Wealth Management first reported a position in Sunstone Hotel Investors in Q2 2018 and held it in 2 quarters.
  • Lenox Wealth Management's Sunstone Hotel Investors position peaked at $296K in Q2 2018.
  • 205 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.