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SHO icon

UBS’s Sunstone Hotel Investors SHO Stock Holding History

UBS’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 		$908K Buy
65,733
+13,811
+27% +$200K ﹤0.01% 3686
2014
Q2 		$776K Buy
51,922
+3,250
+7% +$46.6K ﹤0.01% 3797
2014
Q1 		$668K Sell
48,672
-23,970
-33% -$320K ﹤0.01% 3934
2013
Q4 		$973K Buy
72,642
+20,478
+39% +$269K ﹤0.01% 3578
2013
Q3 		$664K Buy
52,164
+9,341
+22% +$119K ﹤0.01% 3799
2013
Q2 		$517K Buy
+42,823
New +$522K ﹤0.01% 4068

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 $51.1B AUM 35.55% 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

UBS's SHO Position: Q3 2014 in Review

UBS increased its Sunstone Hotel Investors (SHO) stake by 27% in Q3 2014, buying an estimated $200K and bringing the position to 65,733 shares worth $908K. The position accounts for ﹤0.01% of the portfolio, ranked #3686.

UBS first reported a position in SHO in Q2 2013 and has held it in 6 quarters since. The position peaked at $973K in Q4 2013. 188 funds tracked by Wall St. Rank hold SHO as of Q3 2014.

  • UBS held 65,733 shares of Sunstone Hotel Investors worth $908K as of Q3 2014.
  • UBS bought 13,811 Sunstone Hotel Investors shares in Q3 2014, an estimated $200K.
  • Sunstone Hotel Investors made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3686 holding.
  • UBS first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 6 quarters since.
  • UBS's Sunstone Hotel Investors position peaked at $973K in Q4 2013.
  • 188 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.