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Wealthspire Advisors (Maryland)’s Sunstone Hotel Investors SHO Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q2 		– Sell
-4,620
Closed -$71K – 2267
2017
Q1 		$71K Buy
+4,620
New +$68.8K 0.01% 705
2016
Q1 		– Sell
-119
Closed -$1K – 1829
2015
Q4 		$1K Buy
+119
New +$1.68K ﹤0.01% 1648

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SHO Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Sunstone Hotel Investors (SHO) in Q2 2017, closing a stake of 4,620 shares — an estimated $71K sold.

Wealthspire Advisors (Maryland) first reported a position in SHO in Q4 2015 and held it in 2 quarters. The position peaked at $71K in Q1 2017. 192 funds tracked by Wall St. Rank hold SHO as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Sunstone Hotel Investors position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,620 Sunstone Hotel Investors shares in Q2 2017, an estimated $71K.
  • Wealthspire Advisors (Maryland) first reported a position in Sunstone Hotel Investors in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Sunstone Hotel Investors position peaked at $71K in Q1 2017.
  • 192 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.