AIA
SUI icon

Arrow Investment Advisors’s Sun Communities SUI Stock Holding History

Arrow Investment Advisors’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
2015
Q1 		– Sell
-21,249
Closed -$1.28M – 61
2014
Q4 		$1.28M Sell
21,249
-5,196
-20% -$296K 0.25% 23
2014
Q3 		$1.33M Buy
26,445
+4,176
+19% +$219K 0.24% 34
2014
Q2 		$1.11M Buy
22,269
+5,612
+34% +$264K 0.2% 34
2014
Q1 		$751K Buy
16,657
+3,270
+24% +$147K 0.14% 36
2013
Q4 		$571K Buy
13,387
+3,094
+30% +$132K 0.11% 48
2013
Q3 		$439K Sell
10,293
-145
-1% -$6.84K 0.1% 54
2013
Q2 		$519K Buy
+10,438
New +$526K 0.11% 35

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Arrow Investment Advisors's SUI Position: Q1 2015 in Review

Arrow Investment Advisors sold out of Sun Communities (SUI) in Q1 2015, closing a stake of 21,249 shares — an estimated $1.28M sold.

Arrow Investment Advisors first reported a position in SUI in Q2 2013 and held it in 7 quarters. The position peaked at $1.33M in Q3 2014. 184 funds tracked by Wall St. Rank hold SUI as of Q1 2015.

  • Arrow Investment Advisors reported no remaining Sun Communities position as of Q1 2015 after selling out during the quarter.
  • Arrow Investment Advisors sold 21,249 Sun Communities shares in Q1 2015, an estimated $1.28M.
  • Arrow Investment Advisors first reported a position in Sun Communities in Q2 2013 and held it in 7 quarters.
  • Arrow Investment Advisors's Sun Communities position peaked at $1.33M in Q3 2014.
  • 184 funds tracked by Wall St. Rank held Sun Communities as of Q1 2015.

Based on Arrow Investment Advisors's 13F filing for Q1 2015, filed 14 May 2015.