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Claraphi Advisory Network’s Sun Communities SUI Stock Holding History

Claraphi Advisory Network’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
2020
Q2 		– Sell
-1,241
Closed -$155K – 1071
2020
Q1 		$155K Buy
+1,241
New +$187K 0.07% 245

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Claraphi Advisory Network's SUI Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 1,241 shares — an estimated $155K sold.

Claraphi Advisory Network first reported a position in SUI in Q1 2020 and held it in 1 quarter. The position peaked at $155K in Q1 2020. 438 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 1,241 Sun Communities shares in Q2 2020, an estimated $155K.
  • Claraphi Advisory Network first reported a position in Sun Communities in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Sun Communities position peaked at $155K in Q1 2020.
  • 438 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.