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Financial Architects (New Jersey)’s Sun Communities SUI Stock Holding History

Financial Architects (New Jersey)’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
2020
Q1 		– Sell
-20
Closed -$3K – 921
2019
Q4 		$3K Buy
20
+11
+122% +$1.71K ﹤0.01% 819
2019
Q3 		$1K Hold
9
– – ﹤0.01% 969
2019
Q2 		$1K Buy
+9
New +$1.12K ﹤0.01% 1162
2013
Q4 		– Sell
-62
Closed -$3K – 514
2013
Q3 		$3K Buy
+62
New +$2.93K ﹤0.01% 656

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Financial Architects (New Jersey)'s SUI Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Sun Communities (SUI) in Q1 2020, closing a stake of 20 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in SUI in Q3 2013 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 431 funds tracked by Wall St. Rank hold SUI as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Sun Communities position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 20 Sun Communities shares in Q1 2020, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Sun Communities in Q3 2013 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Sun Communities position peaked at $3K in Q4 2019.
  • 431 funds tracked by Wall St. Rank held Sun Communities as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.