ZIM
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Zacks Investment Management’s Sunstone Hotel Investors SHO Stock Holding History

Zacks Investment Management’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
Q2 		– Sell
-15,180
Closed -$253K – 717
2015
Q1 		$253K Buy
+15,180
New +$261K 0.01% 548
2013
Q4 		– Sell
-33,078
Closed -$421K – 738
2013
Q3 		$421K Sell
33,078
-1,623
-5% -$20.7K 0.02% 398
2013
Q2 		$419K Buy
+34,701
New +$423K 0.02% 369

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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

Zacks Investment Management's SHO Position: Q2 2015 in Review

Zacks Investment Management sold out of Sunstone Hotel Investors (SHO) in Q2 2015, closing a stake of 15,180 shares — an estimated $253K sold.

Zacks Investment Management first reported a position in SHO in Q2 2013 and held it in 3 quarters. The position peaked at $421K in Q3 2013. 204 funds tracked by Wall St. Rank hold SHO as of Q2 2015.

  • Zacks Investment Management reported no remaining Sunstone Hotel Investors position as of Q2 2015 after selling out during the quarter.
  • Zacks Investment Management sold 15,180 Sunstone Hotel Investors shares in Q2 2015, an estimated $253K.
  • Zacks Investment Management first reported a position in Sunstone Hotel Investors in Q2 2013 and held it in 3 quarters.
  • Zacks Investment Management's Sunstone Hotel Investors position peaked at $421K in Q3 2013.
  • 204 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2015.

Based on Zacks Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.