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Loeb Partners Corp’s Sunstone Hotel Investors SHO Stock Holding History

Loeb Partners Corp’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
2014
Q2 		– Sell
-39,000
Closed -$536K – 191
2014
Q1 		$536K Hold
39,000
– – 0.18% 111
2013
Q4 		$523K Hold
39,000
– – 0.17% 117
2013
Q3 		$497K Hold
39,000
– – 0.17% 115
2013
Q2 		$471K Buy
+39,000
New +$475K 0.17% 113

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Loeb Partners Corp's SHO Position: Q2 2014 in Review

Loeb Partners Corp sold out of Sunstone Hotel Investors (SHO) in Q2 2014, closing a stake of 39,000 shares — an estimated $536K sold.

Loeb Partners Corp first reported a position in SHO in Q2 2013 and held it in 4 quarters. The position peaked at $536K in Q1 2014. 198 funds tracked by Wall St. Rank hold SHO as of Q2 2014.

  • Loeb Partners Corp reported no remaining Sunstone Hotel Investors position as of Q2 2014 after selling out during the quarter.
  • Loeb Partners Corp sold 39,000 Sunstone Hotel Investors shares in Q2 2014, an estimated $536K.
  • Loeb Partners Corp first reported a position in Sunstone Hotel Investors in Q2 2013 and held it in 4 quarters.
  • Loeb Partners Corp's Sunstone Hotel Investors position peaked at $536K in Q1 2014.
  • 198 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2014.

Based on Loeb Partners Corp's 13F filing for Q2 2014, filed 12 Aug 2014.