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Dynamic Capital Management’s Sun Communities SUI Stock Holding History

Dynamic Capital 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
2017
Q4 		– Sell
-6,067
Closed -$520K – 312
2017
Q3 		$520K Sell
6,067
-3,737
-38% -$330K 0.15% 177
2017
Q2 		$860K Buy
+9,804
New +$841K 0.19% 114

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Dynamic Capital Management's SUI Position: Q4 2017 in Review

Dynamic Capital Management sold out of Sun Communities (SUI) in Q4 2017, closing a stake of 6,067 shares — an estimated $520K sold.

Dynamic Capital Management first reported a position in SUI in Q2 2017 and held it in 2 quarters. The position peaked at $860K in Q2 2017. 287 funds tracked by Wall St. Rank hold SUI as of Q4 2017.

  • Dynamic Capital Management reported no remaining Sun Communities position as of Q4 2017 after selling out during the quarter.
  • Dynamic Capital Management sold 6,067 Sun Communities shares in Q4 2017, an estimated $520K.
  • Dynamic Capital Management first reported a position in Sun Communities in Q2 2017 and held it in 2 quarters.
  • Dynamic Capital Management's Sun Communities position peaked at $860K in Q2 2017.
  • 287 funds tracked by Wall St. Rank held Sun Communities as of Q4 2017.

Based on Dynamic Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.