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Burt Wealth Advisors’s Sun Communities SUI Stock Holding History

Burt Wealth 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
2016
Q3 		– Sell
-107
Closed -$8K – 424
2016
Q2 		$8K Hold
107
– – 0.01% 289
2016
Q1 		$8K Hold
107
– – 0.01% 348
2015
Q4 		$7K Buy
+107
New +$7.21K 0.01% 329

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Burt Wealth Advisors's SUI Position: Q3 2016 in Review

Burt Wealth Advisors sold out of Sun Communities (SUI) in Q3 2016, closing a stake of 107 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in SUI in Q4 2015 and held it in 3 quarters. The position peaked at $8K in Q2 2016. 251 funds tracked by Wall St. Rank hold SUI as of Q3 2016.

  • Burt Wealth Advisors reported no remaining Sun Communities position as of Q3 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 107 Sun Communities shares in Q3 2016, an estimated $8K.
  • Burt Wealth Advisors first reported a position in Sun Communities in Q4 2015 and held it in 3 quarters.
  • Burt Wealth Advisors's Sun Communities position peaked at $8K in Q2 2016.
  • 251 funds tracked by Wall St. Rank held Sun Communities as of Q3 2016.

Based on Burt Wealth Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.