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Capital Innovations’s Sun Communities SUI Stock Holding History

Capital Innovations’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
2015
Q4 		– Sell
-5,430
Closed -$368K – 85
2015
Q3 		$368K Buy
+5,430
New +$362K 0.42% 62

Other funds holding SUI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Capital Innovations's SUI Position: Q4 2015 in Review

Capital Innovations sold out of Sun Communities (SUI) in Q4 2015, closing a stake of 5,430 shares — an estimated $368K sold.

Capital Innovations first reported a position in SUI in Q3 2015 and held it in 1 quarter. The position peaked at $368K in Q3 2015. 208 funds tracked by Wall St. Rank hold SUI as of Q4 2015.

  • Capital Innovations reported no remaining Sun Communities position as of Q4 2015 after selling out during the quarter.
  • Capital Innovations sold 5,430 Sun Communities shares in Q4 2015, an estimated $368K.
  • Capital Innovations first reported a position in Sun Communities in Q3 2015 and held it in 1 quarter.
  • Capital Innovations's Sun Communities position peaked at $368K in Q3 2015.
  • 208 funds tracked by Wall St. Rank held Sun Communities as of Q4 2015.

Based on Capital Innovations's 13F filing for Q4 2015, filed 29 Jan 2016.