BKS Advisors’s Sun Communities SUI Stock Holding History

BKS 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
2019 Q1	$1.48M	Hold	12,500	–	–	0.6%	48
2018 Q4	$1.27M	Hold	12,500	–	–	0.58%	49
2018 Q3	$1.27M	Hold	12,500	–	–	0.47%	59
2018 Q2	$1.22M	Hold	12,500	–	–	0.43%	63
2018 Q1	$1.14M	Hold	12,500	–	–	0.42%	66
2017 Q4	$1.16M	Hold	12,500	–	–	0.42%	67
2017 Q3	$1.07M	Hold	12,500	–	–	0.42%	67
2017 Q2	$1.1M	Sell	12,500 -500	-4%	-$42.9K	0.45%	67
2017 Q1	$1.04M	Hold	13,000	–	–	0.46%	63
2016 Q4	$996K	Sell	13,000 -3,280	-20%	-$245K	0.47%	66
2016 Q3	$1.28M	Hold	16,280	–	–	0.59%	54
2016 Q2	$1.25M	Sell	16,280 -40	-0.2%	-$2.82K	0.64%	53
2016 Q1	$1.17M	Hold	16,320	–	–	0.61%	57
2015 Q4	$1.12M	Hold	16,320	–	–	0.57%	54
2015 Q3	$1.11M	Hold	16,320	–	–	0.61%	48
2015 Q2	$1.01M	Hold	16,320	–	–	0.48%	55
2015 Q1	$1.09M	Buy	+16,320	New	+$1.1M	0.52%	52

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BKS Advisors's SUI Position: Q1 2019 in Review

BKS Advisors held its Sun Communities (SUI) position steady in Q1 2019 at 12,500 shares worth $1.48M. The position accounts for 0.6% of the portfolio, ranked #48.

BKS Advisors first reported a position in SUI in Q1 2015 and has held it in 17 quarters since. 354 funds tracked by Wall St. Rank hold SUI as of Q1 2019.

BKS Advisors held 12,500 shares of Sun Communities worth $1.48M as of Q1 2019.
BKS Advisors left its Sun Communities share count unchanged in Q1 2019.
Sun Communities made up 0.6% of BKS Advisors's portfolio in Q1 2019, its #48 holding.
BKS Advisors first reported a position in Sun Communities in Q1 2015 and has held it in 17 quarters since.
354 funds tracked by Wall St. Rank held Sun Communities as of Q1 2019.

Based on BKS Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.