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TradeWorx’s Sunstone Hotel Investors SHO Stock Holding History

TradeWorx’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
2013
Q4 		– Sell
-19,383
Closed -$247K – 584
2013
Q3 		$247K Buy
19,383
+5,610
+41% +$71.7K 0.11% 310
2013
Q2 		$166K Buy
+13,773
New +$168K 0.07% 421

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TradeWorx's SHO Position: Q4 2013 in Review

TradeWorx sold out of Sunstone Hotel Investors (SHO) in Q4 2013, closing a stake of 19,383 shares — an estimated $247K sold.

TradeWorx first reported a position in SHO in Q2 2013 and held it in 2 quarters. The position peaked at $247K in Q3 2013. 186 funds tracked by Wall St. Rank hold SHO as of Q4 2013.

  • TradeWorx reported no remaining Sunstone Hotel Investors position as of Q4 2013 after selling out during the quarter.
  • TradeWorx sold 19,383 Sunstone Hotel Investors shares in Q4 2013, an estimated $247K.
  • TradeWorx first reported a position in Sunstone Hotel Investors in Q2 2013 and held it in 2 quarters.
  • TradeWorx's Sunstone Hotel Investors position peaked at $247K in Q3 2013.
  • 186 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2013.

Based on TradeWorx's 13F filing for Q4 2013, filed 18 Feb 2014.