Private Ocean’s Sunstone Hotel Investors SHO Stock Holding History

Private Ocean’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 Q4	–	Sell	-393	Closed	-$6K	–	604
2019 Q3	$6K	Hold	393	–	–	﹤0.01%	464
2019 Q2	$5K	Buy	+393	New	+$5.56K	﹤0.01%	385

Other funds holding SHO

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

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

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Private Ocean's SHO Position: Q4 2019 in Review

Private Ocean sold out of Sunstone Hotel Investors (SHO) in Q4 2019, closing a stake of 393 shares — an estimated $6K sold.

Private Ocean first reported a position in SHO in Q2 2019 and held it in 2 quarters. The position peaked at $6K in Q3 2019. 208 funds tracked by Wall St. Rank hold SHO as of Q4 2019.

Private Ocean reported no remaining Sunstone Hotel Investors position as of Q4 2019 after selling out during the quarter.
Private Ocean sold 393 Sunstone Hotel Investors shares in Q4 2019, an estimated $6K.
Private Ocean first reported a position in Sunstone Hotel Investors in Q2 2019 and held it in 2 quarters.
Private Ocean's Sunstone Hotel Investors position peaked at $6K in Q3 2019.
208 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2019.

Based on Private Ocean's 13F filing for Q4 2019, filed 5 Feb 2020.