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MSI Financial Services’s Sunstone Hotel Investors SHO Stock Holding History

MSI 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
2016
Q4 		$3K Buy
200
+1
+0.5% +$14 ﹤0.01% 3374
2016
Q3 		$3K Buy
199
+54
+37% +$708 ﹤0.01% 3366
2016
Q2 		$2K Sell
145
-101
-41% -$1.26K ﹤0.01% 3545
2016
Q1 		$3K Buy
246
+116
+89% +$1.43K ﹤0.01% 3415
2015
Q4 		$2K Buy
130
+116
+829% +$1.64K ﹤0.01% 3477
2015
Q3 		$0 Buy
+14
New +$202 ﹤0.01% 3342

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
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MSI Financial Services's SHO Position: Q4 2016 in Review

MSI Financial Services increased its Sunstone Hotel Investors (SHO) stake by 0.5% in Q4 2016, buying an estimated $14 and bringing the position to 200 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #3374.

MSI Financial Services first reported a position in SHO in Q3 2015 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold SHO as of Q4 2016.

  • MSI Financial Services held 200 shares of Sunstone Hotel Investors worth $3K as of Q4 2016.
  • MSI Financial Services bought 1 Sunstone Hotel Investors share in Q4 2016, an estimated $14.
  • Sunstone Hotel Investors made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3374 holding.
  • MSI Financial Services first reported a position in Sunstone Hotel Investors in Q3 2015 and has held it in 6 quarters since.
  • 197 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.