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Advisor Group’s Sun Communities SUI Stock Holding History

Advisor Group’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.51M Sell
10,033
-262
-3% -$40.8K 0.01% 959
2019
Q3 		$1.53M Buy
10,295
+3,822
+59% +$540K 0.01% 895
2019
Q2 		$830K Buy
6,473
+37
+0.6% +$4.59K 0.01% 1251
2019
Q1 		$764K Buy
6,436
+3,069
+91% +$341K 0.01% 1286
2018
Q4 		$343K Buy
3,367
+511
+18% +$52.1K ﹤0.01% 1673
2018
Q3 		$290K Buy
2,856
+773
+37% +$77.2K ﹤0.01% 1889
2018
Q2 		$205K Sell
2,083
-57
-3% -$5.36K ﹤0.01% 1954
2018
Q1 		$195K Sell
2,140
-256
-11% -$22.6K ﹤0.01% 1996
2017
Q4 		$222K Sell
2,396
-911
-28% -$83.5K ﹤0.01% 1907
2017
Q3 		$283K Buy
3,307
+636
+24% +$56.2K ﹤0.01% 1582
2017
Q2 		$234K Sell
2,671
-292
-10% -$25K ﹤0.01% 1668
2017
Q1 		$238K Buy
2,963
+910
+44% +$72.5K ﹤0.01% 1524
2016
Q4 		$158K Buy
2,053
+3
+0.1% +$224 ﹤0.01% 1737
2016
Q3 		$161K Buy
2,050
+66
+3% +$5.12K ﹤0.01% 1678
2016
Q2 		$150K Buy
+1,984
New +$140K ﹤0.01% 1661

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advisor Group's SUI Position: Q4 2019 in Review

Advisor Group reduced its Sun Communities (SUI) stake by 2.5% in Q4 2019, selling an estimated $40.8K and leaving 10,033 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #959.

Advisor Group first reported a position in SUI in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.53M in Q3 2019. 463 funds tracked by Wall St. Rank hold SUI as of Q4 2019.

  • Advisor Group held 10,033 shares of Sun Communities worth $1.51M as of Q4 2019.
  • Advisor Group sold 262 Sun Communities shares in Q4 2019, an estimated $40.8K.
  • Sun Communities made up 0.01% of Advisor Group's portfolio in Q4 2019, its #959 holding.
  • Advisor Group first reported a position in Sun Communities in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Sun Communities position peaked at $1.53M in Q3 2019.
  • 463 funds tracked by Wall St. Rank held Sun Communities as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.