Destination Wealth Management’s Sun Communities SUI Stock Holding History

Destination Wealth Management’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
2019 Q3	–	Sell	-42	Closed	-$5K	–	455
2019 Q2	$5K	Sell	42 -98	-70%	-$12.2K	﹤0.01%	487
2019 Q1	$17K	Sell	140 -61	-30%	-$6.78K	﹤0.01%	406
2018 Q4	$20K	Hold	201	–	–	﹤0.01%	360
2018 Q3	$20K	Hold	201	–	–	﹤0.01%	400
2018 Q2	$20K	Sell	201 -135	-40%	-$12.7K	﹤0.01%	348
2018 Q1	$31K	Buy	+336	New	+$29.7K	﹤0.01%	300

Other funds holding SUI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Destination Wealth Management's SUI Position: Q3 2019 in Review

Destination Wealth Management sold out of Sun Communities (SUI) in Q3 2019, closing a stake of 42 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in SUI in Q1 2018 and held it in 6 quarters. The position peaked at $31K in Q1 2018. 402 funds tracked by Wall St. Rank hold SUI as of Q3 2019.

Destination Wealth Management reported no remaining Sun Communities position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 42 Sun Communities shares in Q3 2019, an estimated $5K.
Destination Wealth Management first reported a position in Sun Communities in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Sun Communities position peaked at $31K in Q1 2018.
402 funds tracked by Wall St. Rank held Sun Communities as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.