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USA Financial Formulas’s Sunstone Hotel Investors SHO Stock Holding History

USA Financial Formulas’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
2015
Q1 		– Sell
-29,771
Closed -$492K – 231
2014
Q4 		$492K Buy
+29,771
New +$460K 0.17% 106

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USA Financial Formulas's SHO Position: Q1 2015 in Review

USA Financial Formulas sold out of Sunstone Hotel Investors (SHO) in Q1 2015, closing a stake of 29,771 shares — an estimated $492K sold.

USA Financial Formulas first reported a position in SHO in Q4 2014 and held it in 1 quarter. The position peaked at $492K in Q4 2014. 202 funds tracked by Wall St. Rank hold SHO as of Q1 2015.

  • USA Financial Formulas reported no remaining Sunstone Hotel Investors position as of Q1 2015 after selling out during the quarter.
  • USA Financial Formulas sold 29,771 Sunstone Hotel Investors shares in Q1 2015, an estimated $492K.
  • USA Financial Formulas first reported a position in Sunstone Hotel Investors in Q4 2014 and held it in 1 quarter.
  • USA Financial Formulas's Sunstone Hotel Investors position peaked at $492K in Q4 2014.
  • 202 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2015.

Based on USA Financial Formulas's 13F filing for Q1 2015, filed 5 May 2015.