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Capital Bank & Trust’s Sun Communities SUI Stock Holding History

Capital Bank & Trust’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
-405
Closed -$41K – 826
2018
Q3 		$41K Buy
+405
New +$40.4K ﹤0.01% 481

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Bank & Trust's SUI Position: Q4 2018 in Review

Capital Bank & Trust sold out of Sun Communities (SUI) in Q4 2018, closing a stake of 405 shares — an estimated $41K sold.

Capital Bank & Trust first reported a position in SUI in Q3 2018 and held it in 1 quarter. The position peaked at $41K in Q3 2018. 353 funds tracked by Wall St. Rank hold SUI as of Q4 2018.

  • Capital Bank & Trust reported no remaining Sun Communities position as of Q4 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 405 Sun Communities shares in Q4 2018, an estimated $41K.
  • Capital Bank & Trust first reported a position in Sun Communities in Q3 2018 and held it in 1 quarter.
  • Capital Bank & Trust's Sun Communities position peaked at $41K in Q3 2018.
  • 353 funds tracked by Wall St. Rank held Sun Communities as of Q4 2018.

Based on Capital Bank & Trust's 13F filing for Q4 2018, filed 14 Feb 2019.