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Capital Asset Advisory Services’s Sun Communities SUI Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-104
Closed -$16K – 1402
2020
Q4 		$16K Buy
+104
New +$15K ﹤0.01% 949

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Capital World Investors
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State Street
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Principal Financial Group
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Asset Advisory Services's SUI Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Sun Communities (SUI) in Q1 2021, closing a stake of 104 shares — an estimated $16K sold.

Capital Asset Advisory Services first reported a position in SUI in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 459 funds tracked by Wall St. Rank hold SUI as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Sun Communities position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 104 Sun Communities shares in Q1 2021, an estimated $16K.
  • Capital Asset Advisory Services first reported a position in Sun Communities in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Sun Communities position peaked at $16K in Q4 2020.
  • 459 funds tracked by Wall St. Rank held Sun Communities as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.