United Capital Financial Advisors
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United Capital Financial Advisors’s Sunstone Hotel Investors SHO Stock Holding History

United Capital Financial 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
Q4 		– Sell
-18,047
Closed -$295K – 1360
2018
Q3 		$295K Sell
18,047
-128,192
-88% -$2.12M ﹤0.01% 1116
2018
Q2 		$2.43M Buy
+146,239
New +$2.38M 0.02% 547

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PGGM Investments
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Invesco
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State Street
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Centersquare Investment Management
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Daiwa Securities Group
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United Capital Financial Advisors's SHO Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Sunstone Hotel Investors (SHO) in Q4 2018, closing a stake of 18,047 shares — an estimated $295K sold.

United Capital Financial Advisors first reported a position in SHO in Q2 2018 and held it in 2 quarters. The position peaked at $2.43M in Q2 2018. 205 funds tracked by Wall St. Rank hold SHO as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Sunstone Hotel Investors position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 18,047 Sunstone Hotel Investors shares in Q4 2018, an estimated $295K.
  • United Capital Financial Advisors first reported a position in Sunstone Hotel Investors in Q2 2018 and held it in 2 quarters.
  • United Capital Financial Advisors's Sunstone Hotel Investors position peaked at $2.43M in Q2 2018.
  • 205 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.