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Clarus Wealth Advisors’s Sun Communities SUI Stock Holding History

Clarus 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
2018
Q1 		– Sell
-3,616
Closed -$335K – 145
2017
Q4 		$335K Buy
+3,616
New +$332K 0.32% 51

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clarus Wealth Advisors's SUI Position: Q1 2018 in Review

Clarus Wealth Advisors sold out of Sun Communities (SUI) in Q1 2018, closing a stake of 3,616 shares — an estimated $335K sold.

Clarus Wealth Advisors first reported a position in SUI in Q4 2017 and held it in 1 quarter. The position peaked at $335K in Q4 2017. 305 funds tracked by Wall St. Rank hold SUI as of Q1 2018.

  • Clarus Wealth Advisors reported no remaining Sun Communities position as of Q1 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,616 Sun Communities shares in Q1 2018, an estimated $335K.
  • Clarus Wealth Advisors first reported a position in Sun Communities in Q4 2017 and held it in 1 quarter.
  • Clarus Wealth Advisors's Sun Communities position peaked at $335K in Q4 2017.
  • 305 funds tracked by Wall St. Rank held Sun Communities as of Q1 2018.

Based on Clarus Wealth Advisors's 13F filing for Q1 2018, filed 11 May 2018.