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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 – 701
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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return