NIMC
SHO.PRD

NWQ Investment Management Company’s SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD SHO.PRD Stock Holding History

NWQ Investment Management Company’s Portfolio SHO.PRD Stock Details SHO.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-20,199
Closed -$540K – 199
2014
Q3 		$540K Sell
20,199
-11,875
-37% -$316K 0.01% 176
2014
Q2 		$852K Hold
32,074
– – 0.01% 172
2014
Q1 		$824K Buy
32,074
+1,200
+4% +$30.7K 0.01% 155
2013
Q4 		$769K Buy
30,874
+1,200
+4% +$30.6K 0.01% 154
2013
Q3 		$749K Buy
+29,674
New +$758K 0.01% 144

Other funds holding SHO.PRD

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NWQ Investment Management Company's SHO.PRD Position: Q4 2014 in Review

NWQ Investment Management Company sold out of SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD (SHO.PRD) in Q4 2014, closing a stake of 20,199 shares — an estimated $540K sold.

NWQ Investment Management Company first reported a position in SHO.PRD in Q3 2013 and held it in 5 quarters. The position peaked at $852K in Q2 2014. 25 funds tracked by Wall St. Rank hold SHO.PRD as of Q4 2014.

  • NWQ Investment Management Company reported no remaining SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD position as of Q4 2014 after selling out during the quarter.
  • NWQ Investment Management Company sold 20,199 SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD shares in Q4 2014, an estimated $540K.
  • NWQ Investment Management Company first reported a position in SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD in Q3 2013 and held it in 5 quarters.
  • NWQ Investment Management Company's SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD position peaked at $852K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD as of Q4 2014.

Based on NWQ Investment Management Company's 13F filing for Q4 2014, filed 13 Feb 2015.