SSG
SHO icon

Summit Securities Group’s Sunstone Hotel Investors SHO Stock Holding History

Summit Securities Group’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
2016
Q1 		– Sell
-14,100
Closed -$176K – 305
2015
Q4 		$176K Buy
+14,100
New +$199K 0.06% 204

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's SHO Position: Q1 2016 in Review

Summit Securities Group sold out of Sunstone Hotel Investors (SHO) in Q1 2016, closing a stake of 14,100 shares — an estimated $176K sold.

Summit Securities Group first reported a position in SHO in Q4 2015 and held it in 1 quarter. The position peaked at $176K in Q4 2015. 197 funds tracked by Wall St. Rank hold SHO as of Q1 2016.

  • Summit Securities Group reported no remaining Sunstone Hotel Investors position as of Q1 2016 after selling out during the quarter.
  • Summit Securities Group sold 14,100 Sunstone Hotel Investors shares in Q1 2016, an estimated $176K.
  • Summit Securities Group first reported a position in Sunstone Hotel Investors in Q4 2015 and held it in 1 quarter.
  • Summit Securities Group's Sunstone Hotel Investors position peaked at $176K in Q4 2015.
  • 197 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2016.

Based on Summit Securities Group's 13F filing for Q1 2016, filed 11 May 2016.