First Western Capital Management’s Sun Communities SUI Stock Holding History

First Western Capital 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
2016 Q1	–	Sell	-17,382	Closed	-$1.19M	–	110
2015 Q4	$1.19M	Sell	17,382 -8,364	-32%	-$564K	0.37%	82
2015 Q3	$1.75M	Sell	25,746 -3,107	-11%	-$207K	0.58%	72
2015 Q2	$1.78M	Sell	28,853 -7,186	-20%	-$455K	0.57%	76
2015 Q1	$2.4M	Sell	36,039 -2,737	-7%	-$184K	0.72%	61
2014 Q4	$2.34M	Buy	38,776 +9,776	+34%	+$557K	0.69%	61
2014 Q3	$1.46M	Buy	+29,000	New	+$1.52M	0.43%	86

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

First Western Capital Management's SUI Position: Q1 2016 in Review

First Western Capital Management sold out of Sun Communities (SUI) in Q1 2016, closing a stake of 17,382 shares — an estimated $1.19M sold.

First Western Capital Management first reported a position in SUI in Q3 2014 and held it in 6 quarters. The position peaked at $2.4M in Q1 2015. 241 funds tracked by Wall St. Rank hold SUI as of Q1 2016.

First Western Capital Management reported no remaining Sun Communities position as of Q1 2016 after selling out during the quarter.
First Western Capital Management sold 17,382 Sun Communities shares in Q1 2016, an estimated $1.19M.
First Western Capital Management first reported a position in Sun Communities in Q3 2014 and held it in 6 quarters.
First Western Capital Management's Sun Communities position peaked at $2.4M in Q1 2015.
241 funds tracked by Wall St. Rank held Sun Communities as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.