Edge Advisors’s Sun Communities SUI Stock Holding History

Edge 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 Q2	$26K	Hold	269	–	–	﹤0.01%	602
2018 Q1	$24K	Hold	269	–	–	﹤0.01%	625
2017 Q4	$24K	Hold	269	–	–	﹤0.01%	647
2017 Q3	$23K	Hold	269	–	–	﹤0.01%	639
2017 Q2	$23K	Hold	269	–	–	﹤0.01%	646
2017 Q1	$21K	Sell	269 -91	-25%	-$7.25K	﹤0.01%	671
2016 Q4	$27K	Buy	+360	New	+$26.9K	﹤0.01%	576

Other funds holding SUI

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Edge Advisors's SUI Position: Q2 2018 in Review

Edge Advisors held its Sun Communities (SUI) position steady in Q2 2018 at 269 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Edge Advisors first reported a position in SUI in Q4 2016 and has held it in 7 quarters since. The position peaked at $27K in Q4 2016. 321 funds tracked by Wall St. Rank hold SUI as of Q2 2018.

Edge Advisors held 269 shares of Sun Communities worth $26K as of Q2 2018.
Edge Advisors left its Sun Communities share count unchanged in Q2 2018.
Sun Communities made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #602 holding.
Edge Advisors first reported a position in Sun Communities in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Sun Communities position peaked at $27K in Q4 2016.
321 funds tracked by Wall St. Rank held Sun Communities as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.