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Placemark Investments’s Sunstone Hotel Investors SHO Stock Holding History

Placemark Investments’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
Q4 		$736K Buy
44,638
+1,369
+3% +$21.1K 0.01% 1018
2014
Q3 		$597K Sell
43,269
-307
-0.7% -$4.46K 0.01% 1111
2014
Q2 		$651K Buy
43,576
+12,239
+39% +$175K 0.01% 1066
2014
Q1 		$430K Buy
31,337
+12,469
+66% +$167K 0.01% 1194
2013
Q4 		$252K Buy
18,868
+1,373
+8% +$18.1K ﹤0.01% 1432
2013
Q3 		$222K Sell
17,495
-170
-1% -$2.17K ﹤0.01% 1438
2013
Q2 		$213K Buy
+17,665
New +$215K ﹤0.01% 1426

Other funds holding SHO

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Placemark Investments's SHO Position: Q4 2014 in Review

Placemark Investments increased its Sunstone Hotel Investors (SHO) stake by 3.2% in Q4 2014, buying an estimated $21.1K and bringing the position to 44,638 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #1018.

Placemark Investments first reported a position in SHO in Q2 2013 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold SHO as of Q4 2014.

  • Placemark Investments held 44,638 shares of Sunstone Hotel Investors worth $736K as of Q4 2014.
  • Placemark Investments bought 1,369 Sunstone Hotel Investors shares in Q4 2014, an estimated $21.1K.
  • Sunstone Hotel Investors made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1018 holding.
  • Placemark Investments first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 7 quarters since.
  • 185 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.