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Fiduciary Management Associates’s Sun Communities SUI Stock Holding History

Fiduciary Management Associates’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
2013
Q4 		– Sell
-454,090
Closed -$19.4M – 136
2013
Q3 		$19.4M Buy
454,090
+163,310
+56% +$7.71M 1.4% 12
2013
Q2 		$14.5M Buy
+290,780
New +$14.6M 1.13% 43

Other funds holding SUI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fiduciary Management Associates's SUI Position: Q4 2013 in Review

Fiduciary Management Associates sold out of Sun Communities (SUI) in Q4 2013, closing a stake of 454,090 shares — an estimated $19.4M sold.

Fiduciary Management Associates first reported a position in SUI in Q2 2013 and held it in 2 quarters. The position peaked at $19.4M in Q3 2013. 158 funds tracked by Wall St. Rank hold SUI as of Q4 2013.

  • Fiduciary Management Associates reported no remaining Sun Communities position as of Q4 2013 after selling out during the quarter.
  • Fiduciary Management Associates sold 454,090 Sun Communities shares in Q4 2013, an estimated $19.4M.
  • Fiduciary Management Associates first reported a position in Sun Communities in Q2 2013 and held it in 2 quarters.
  • Fiduciary Management Associates's Sun Communities position peaked at $19.4M in Q3 2013.
  • 158 funds tracked by Wall St. Rank held Sun Communities as of Q4 2013.

Based on Fiduciary Management Associates's 13F filing for Q4 2013, filed 6 Feb 2014.