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Archford Capital Strategies’s Sun Communities SUI Stock Holding History

Archford Capital Strategies’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
2018
Q3 		– Sell
-36
Closed -$4K – 667
2018
Q2 		$4K Hold
36
– – ﹤0.01% 508
2018
Q1 		$3K Buy
+36
New +$3.18K ﹤0.01% 489
2017
Q2 		– Sell
-36
Closed -$3K – 570
2017
Q1 		$3K Hold
36
– – ﹤0.01% 564
2016
Q4 		$2K Hold
36
– – ﹤0.01% 535
2016
Q3 		$2K Sell
36
-36
-50% -$2.79K ﹤0.01% 550
2016
Q2 		$6K Buy
+72
New +$5.08K ﹤0.01% 468
2016
Q1 		– Sell
-72
Closed -$6K – 544
2015
Q4 		$6K Buy
+72
New +$4.85K ﹤0.01% 544

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Archford Capital Strategies's SUI Position: Q3 2018 in Review

Archford Capital Strategies sold out of Sun Communities (SUI) in Q3 2018, closing a stake of 36 shares — an estimated $4K sold.

Archford Capital Strategies first reported a position in SUI in Q4 2015 and held it in 7 quarters. The position peaked at $6K in Q2 2016. 337 funds tracked by Wall St. Rank hold SUI as of Q3 2018.

  • Archford Capital Strategies reported no remaining Sun Communities position as of Q3 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 36 Sun Communities shares in Q3 2018, an estimated $4K.
  • Archford Capital Strategies first reported a position in Sun Communities in Q4 2015 and held it in 7 quarters.
  • Archford Capital Strategies's Sun Communities position peaked at $6K in Q2 2016.
  • 337 funds tracked by Wall St. Rank held Sun Communities as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.