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Avantax Planning Partners’s Sun Communities SUI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-30
Closed -$3K – 1077
2018
Q3 		$3K Buy
+30
New +$3K ﹤0.01% 1274
2018
Q2 		– Sell
-239
Closed -$22K – 1315
2018
Q1 		$22K Buy
+239
New +$21.1K ﹤0.01% 752

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avantax Planning Partners's SUI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Sun Communities (SUI) in Q4 2018, closing a stake of 30 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in SUI in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 354 funds tracked by Wall St. Rank hold SUI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Sun Communities position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 30 Sun Communities shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Sun Communities in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Sun Communities position peaked at $22K in Q1 2018.
  • 354 funds tracked by Wall St. Rank held Sun Communities as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.