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Stratton Management’s Sunstone Hotel Investors SHO Stock Holding History

Stratton Management’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 		– Sell
-81,414
Closed -$1.13M – 351
2014
Q3 		$1.13M Hold
81,414
– – 0.05% 240
2014
Q2 		$1.22M Hold
81,414
– – 0.05% 247
2014
Q1 		$1.12M Sell
81,414
-50,000
-38% -$668K 0.05% 244
2013
Q4 		$1.76M Hold
131,414
– – 0.08% 210
2013
Q3 		$1.67M Hold
131,414
– – 0.09% 210
2013
Q2 		$1.59M Buy
+131,414
New +$1.6M 0.09% 201

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

Stratton Management's SHO Position: Q4 2014 in Review

Stratton Management sold out of Sunstone Hotel Investors (SHO) in Q4 2014, closing a stake of 81,414 shares — an estimated $1.13M sold.

Stratton Management first reported a position in SHO in Q2 2013 and held it in 6 quarters. The position peaked at $1.76M in Q4 2013. 185 funds tracked by Wall St. Rank hold SHO as of Q4 2014.

  • Stratton Management reported no remaining Sunstone Hotel Investors position as of Q4 2014 after selling out during the quarter.
  • Stratton Management sold 81,414 Sunstone Hotel Investors shares in Q4 2014, an estimated $1.13M.
  • Stratton Management first reported a position in Sunstone Hotel Investors in Q2 2013 and held it in 6 quarters.
  • Stratton Management's Sunstone Hotel Investors position peaked at $1.76M in Q4 2013.
  • 185 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2014.

Based on Stratton Management's 13F filing for Q4 2014, filed 9 Feb 2015.