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Omnia Family Wealth’s Sunstone Hotel Investors SHO Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-92
Closed -$1K – 448
2019
Q1 		$1K Hold
92
– – ﹤0.01% 561
2018
Q4 		$1K Hold
92
– – ﹤0.01% 531
2018
Q3 		$2K Hold
92
– – ﹤0.01% 480
2018
Q2 		$2K Hold
92
– – ﹤0.01% 461
2018
Q1 		$1K Hold
92
– – ﹤0.01% 569
2017
Q4 		$2K Hold
92
– – ﹤0.01% 489
2017
Q3 		$1K Hold
92
– – ﹤0.01% 592
2017
Q2 		$1K Hold
92
– – ﹤0.01% 680
2017
Q1 		$1K Hold
92
– – ﹤0.01% 682
2016
Q4 		$1K Buy
+92
New +$1.28K ﹤0.01% 705

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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Omnia Family Wealth's SHO Position: Q2 2019 in Review

Omnia Family Wealth sold out of Sunstone Hotel Investors (SHO) in Q2 2019, closing a stake of 92 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in SHO in Q4 2016 and held it in 10 quarters. The position peaked at $2K in Q3 2018. 208 funds tracked by Wall St. Rank hold SHO as of Q2 2019.

  • Omnia Family Wealth reported no remaining Sunstone Hotel Investors position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 92 Sunstone Hotel Investors shares in Q2 2019, an estimated $1K.
  • Omnia Family Wealth first reported a position in Sunstone Hotel Investors in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Sunstone Hotel Investors position peaked at $2K in Q3 2018.
  • 208 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.