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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

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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.