Cutler Group’s Sun Communities SUI Stock Holding History

Cutler Group’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
2024 Q1	–	Sell	-15,100	Closed	-$11K	–	3537
2023 Q4	$11K	Buy	+15,100	New	+$1.82M	﹤0.01%	2351
2016 Q4	–	Sell	-10,300	Closed	-$19K	–	7277
2016 Q3	$19K	Sell	10,300 -200	-2%	-$15.5K	﹤0.01%	3483
2016 Q2	$24K	Sell	10,500 -600	-5%	-$42.3K	﹤0.01%	3163
2016 Q1	$116K	Buy	11,100 +1,400	+14%	+$94.4K	0.01%	1475
2015 Q4	$98K	Buy	+9,700	New	+$654K	0.01%	1783

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cutler Group's SUI Position: Q4 2017 in Review

Cutler Group sold out of Sun Communities (SUI) in Q4 2017, closing a stake of 186 shares — an estimated $15K sold.

Cutler Group first reported a position in SUI in Q2 2016 and held it in 2 quarters. The position peaked at $15K in Q3 2017. 287 funds tracked by Wall St. Rank hold SUI as of Q4 2017.

Cutler Group reported no remaining Sun Communities position as of Q4 2017 after selling out during the quarter.
Cutler Group sold 186 Sun Communities shares in Q4 2017, an estimated $15K.
Cutler Group first reported a position in Sun Communities in Q2 2016 and held it in 2 quarters.
Cutler Group's Sun Communities position peaked at $15K in Q3 2017.
287 funds tracked by Wall St. Rank held Sun Communities as of Q4 2017.

Based on Cutler Group's 13F filing for Q4 2017, filed 17 Jan 2018.