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Sumit Capital’s Sunstone Hotel Investors SHO Stock Holding History

Sumit Capital’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
Q3 		– Sell
-13,645
Closed -$204K – 140
2014
Q2 		$204K Sell
13,645
-2,985
-18% -$42.8K 0.85% 62
2014
Q1 		$228K Buy
16,630
+5,331
+47% +$71.2K 0.86% 49
2013
Q4 		$151K Buy
+11,299
New +$149K 0.27% 174

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sumit Capital's SHO Position: Q3 2014 in Review

Sumit Capital sold out of Sunstone Hotel Investors (SHO) in Q3 2014, closing a stake of 13,645 shares — an estimated $204K sold.

Sumit Capital first reported a position in SHO in Q4 2013 and held it in 3 quarters. The position peaked at $228K in Q1 2014. 188 funds tracked by Wall St. Rank hold SHO as of Q3 2014.

  • Sumit Capital reported no remaining Sunstone Hotel Investors position as of Q3 2014 after selling out during the quarter.
  • Sumit Capital sold 13,645 Sunstone Hotel Investors shares in Q3 2014, an estimated $204K.
  • Sumit Capital first reported a position in Sunstone Hotel Investors in Q4 2013 and held it in 3 quarters.
  • Sumit Capital's Sunstone Hotel Investors position peaked at $228K in Q1 2014.
  • 188 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2014.

Based on Sumit Capital's 13F filing for Q3 2014, filed 23 Oct 2014.