Cornerstone Advisors (Washington)’s Sun Communities SUI Stock Holding History

Cornerstone Advisors (Washington)’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 Q3	$62K	Sell	444 -12	-3%	-$1.72K	0.01%	235
2020 Q2	$62K	Buy	456 +108	+31%	+$14.3K	0.01%	231
2020 Q1	$43K	Sell	348 -24	-6%	-$3.62K	0.01%	240
2019 Q4	$56K	Buy	372 +55	+17%	+$8.57K	0.01%	222
2019 Q3	$47K	Buy	317 +70	+28%	+$9.88K	0.01%	227
2019 Q2	$32K	Buy	247 +45	+22%	+$5.59K	﹤0.01%	528
2019 Q1	$24K	Buy	202 +10	+5%	+$1.11K	﹤0.01%	567
2018 Q4	$20K	Hold	192	–	–	﹤0.01%	509
2018 Q3	$19K	Hold	192	–	–	0.01%	541
2018 Q2	$19K	Hold	192	–	–	0.01%	518
2018 Q1	$18K	Hold	192	–	–	0.01%	524
2017 Q4	$18K	Hold	192	–	–	0.01%	505
2017 Q3	$16K	Buy	+192	New	+$17K	0.01%	524
2017 Q2	–	Sell	-192	Closed	-$15K	–	923
2017 Q1	$15K	Hold	192	–	–	0.01%	538
2016 Q4	$15K	Hold	192	–	–	0.01%	547
2016 Q3	$15K	Hold	192	–	–	0.01%	547
2016 Q2	$15K	Hold	192	–	–	0.02%	343
2016 Q1	$14K	Hold	192	–	–	0.01%	351
2015 Q4	$13K	Sell	192 -130	-40%	-$8.76K	0.01%	397
2015 Q3	$22K	Hold	322	–	–	0.02%	301
2015 Q2	$20K	Hold	322	–	–	0.02%	252
2015 Q1	$21K	Buy	+322	New	+$21.6K	0.02%	273

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SUI Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Sun Communities (SUI) stake by 2.6% in Q3 2020, selling an estimated $1.72K and leaving 444 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #235.

Cornerstone Advisors (Washington) first reported a position in SUI in Q1 2015 and has held it in 22 quarters since. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

Cornerstone Advisors (Washington) held 444 shares of Sun Communities worth $62K as of Q3 2020.
Cornerstone Advisors (Washington) sold 12 Sun Communities shares in Q3 2020, an estimated $1.72K.
Sun Communities made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #235 holding.
Cornerstone Advisors (Washington) first reported a position in Sun Communities in Q1 2015 and has held it in 22 quarters since.
433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.