FPFS
SUI icon

First Personal Financial Services’s Sun Communities SUI Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-15
Closed -$2K – 699
2018
Q4 		$2K Hold
15
– – ﹤0.01% 629
2018
Q3 		$2K Hold
15
– – ﹤0.01% 655
2018
Q2 		$1K Sell
15
-225
-94% -$21.2K ﹤0.01% 647
2018
Q1 		$22K Buy
240
+20
+9% +$1.76K ﹤0.01% 616
2017
Q4 		$20K Buy
220
+19
+9% +$1.74K ﹤0.01% 647
2017
Q3 		$17K Sell
201
-96
-32% -$8.49K ﹤0.01% 617
2017
Q2 		$26K Buy
297
+6
+2% +$514 0.01% 534
2017
Q1 		$23K Hold
291
– – 0.01% 541
2016
Q4 		$22K Buy
291
+233
+402% +$17.4K 0.01% 539
2016
Q3 		$5K Sell
58
-62
-52% -$4.81K ﹤0.01% 705
2016
Q2 		$9K Buy
+120
New +$8.47K ﹤0.01% 593

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Personal Financial Services's SUI Position: Q1 2019 in Review

First Personal Financial Services sold out of Sun Communities (SUI) in Q1 2019, closing a stake of 15 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in SUI in Q2 2016 and held it in 11 quarters. The position peaked at $26K in Q2 2017. 356 funds tracked by Wall St. Rank hold SUI as of Q1 2019.

  • First Personal Financial Services reported no remaining Sun Communities position as of Q1 2019 after selling out during the quarter.
  • First Personal Financial Services sold 15 Sun Communities shares in Q1 2019, an estimated $2K.
  • First Personal Financial Services first reported a position in Sun Communities in Q2 2016 and held it in 11 quarters.
  • First Personal Financial Services's Sun Communities position peaked at $26K in Q2 2017.
  • 356 funds tracked by Wall St. Rank held Sun Communities as of Q1 2019.

Based on First Personal Financial Services's 13F filing for Q1 2019, filed 22 Apr 2019.