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Rational Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Rational Advisors’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
2017
Q2 		– Sell
-85,000
Closed -$1.3M – 345
2017
Q1 		$1.3M Sell
85,000
-30,600
-26% -$456K 0.86% 37
2016
Q4 		$1.76M Sell
115,600
-5,900
-5% -$82.3K 1.68% 6
2016
Q3 		$1.55M Buy
+121,500
New +$1.59M 1.02% 29

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rational Advisors's SHO Position: Q2 2017 in Review

Rational Advisors sold out of Sunstone Hotel Investors (SHO) in Q2 2017, closing a stake of 85,000 shares — an estimated $1.3M sold.

Rational Advisors first reported a position in SHO in Q3 2016 and held it in 3 quarters. The position peaked at $1.76M in Q4 2016. 192 funds tracked by Wall St. Rank hold SHO as of Q2 2017.

  • Rational Advisors reported no remaining Sunstone Hotel Investors position as of Q2 2017 after selling out during the quarter.
  • Rational Advisors sold 85,000 Sunstone Hotel Investors shares in Q2 2017, an estimated $1.3M.
  • Rational Advisors first reported a position in Sunstone Hotel Investors in Q3 2016 and held it in 3 quarters.
  • Rational Advisors's Sunstone Hotel Investors position peaked at $1.76M in Q4 2016.
  • 192 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2017.

Based on Rational Advisors's 13F filing for Q2 2017, filed 2 Aug 2017.