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Executive Wealth Management’s Sun Communities SUI Stock Holding History

Executive 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
-1,007
Closed -$129K – 702
2019
Q2 		$129K Buy
1,007
+1
+0.1% +$124 0.02% 196
2019
Q1 		$119K Hold
1,006
– – 0.02% 181
2018
Q4 		$102K Buy
+1,006
New +$102K 0.02% 197

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Executive Wealth Management sold out of Sun Communities (SUI) in Q3 2019, closing a stake of 1,007 shares — an estimated $129K sold.

Executive Wealth Management first reported a position in SUI in Q4 2018 and held it in 3 quarters. The position peaked at $129K in Q2 2019. 402 funds tracked by Wall St. Rank hold SUI as of Q3 2019.

  • Executive Wealth Management reported no remaining Sun Communities position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,007 Sun Communities shares in Q3 2019, an estimated $129K.
  • Executive Wealth Management first reported a position in Sun Communities in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Sun Communities position peaked at $129K in Q2 2019.
  • 402 funds tracked by Wall St. Rank held Sun Communities as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.