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Advisors Capital Management’s Sun Communities SUI Stock Holding History

Advisors Capital Management’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
2014
Q1 		– Sell
-178,746
Closed -$7.62M – 154
2013
Q4 		$7.62M Buy
178,746
+3,478
+2% +$148K 1.28% 24
2013
Q3 		$7.47M Sell
175,268
-1,324
-0.7% -$62.5K 1.54% 21
2013
Q2 		$8.79M Buy
+176,592
New +$8.89M 1.98% 7

Other funds holding SUI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Advisors Capital Management's SUI Position: Q1 2014 in Review

Advisors Capital Management sold out of Sun Communities (SUI) in Q1 2014, closing a stake of 178,746 shares — an estimated $7.62M sold.

Advisors Capital Management first reported a position in SUI in Q2 2013 and held it in 3 quarters. The position peaked at $8.79M in Q2 2013. 164 funds tracked by Wall St. Rank hold SUI as of Q1 2014.

  • Advisors Capital Management reported no remaining Sun Communities position as of Q1 2014 after selling out during the quarter.
  • Advisors Capital Management sold 178,746 Sun Communities shares in Q1 2014, an estimated $7.62M.
  • Advisors Capital Management first reported a position in Sun Communities in Q2 2013 and held it in 3 quarters.
  • Advisors Capital Management's Sun Communities position peaked at $8.79M in Q2 2013.
  • 164 funds tracked by Wall St. Rank held Sun Communities as of Q1 2014.

Based on Advisors Capital Management's 13F filing for Q1 2014, filed 29 Apr 2014.