Summit Trail Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-71	Closed	-$1K	–	1444
2017 Q4	$1K	Buy	+71	New	+$1.18K	﹤0.01%	1859

Other funds holding SHO

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Trail Advisors's SHO Position: Q1 2018 in Review

Summit Trail Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2018, closing a stake of 71 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in SHO in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 190 funds tracked by Wall St. Rank hold SHO as of Q1 2018.

Summit Trail Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 71 Sunstone Hotel Investors shares in Q1 2018, an estimated $1K.
Summit Trail Advisors first reported a position in Sunstone Hotel Investors in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Sunstone Hotel Investors position peaked at $1K in Q4 2017.
190 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.