Lourd Capital’s Sunstone Hotel Investors SHO Stock Holding History

Lourd Capital’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 Q1	–	Sell	-12,351	Closed	-$204K	–	295
2017 Q4	$204K	Buy	+12,351	New	+$204K	0.01%	346

Other funds holding SHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lourd Capital's SHO Position: Q1 2018 in Review

Lourd Capital sold out of Sunstone Hotel Investors (SHO) in Q1 2018, closing a stake of 12,351 shares — an estimated $204K sold.

Lourd Capital first reported a position in SHO in Q4 2017 and held it in 1 quarter. The position peaked at $204K in Q4 2017. 190 funds tracked by Wall St. Rank hold SHO as of Q1 2018.

Lourd Capital reported no remaining Sunstone Hotel Investors position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 12,351 Sunstone Hotel Investors shares in Q1 2018, an estimated $204K.
Lourd Capital first reported a position in Sunstone Hotel Investors in Q4 2017 and held it in 1 quarter.
Lourd Capital's Sunstone Hotel Investors position peaked at $204K in Q4 2017.
190 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.