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Freedom Investment Management’s Sun Communities SUI Stock Holding History

Freedom Investment 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
Q2 		– Sell
-3,198
Closed -$229K – 896
2016
Q1 		$229K Buy
+3,198
New +$216K 0.02% 684

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Freedom Investment Management's SUI Position: Q2 2016 in Review

Freedom Investment Management sold out of Sun Communities (SUI) in Q2 2016, closing a stake of 3,198 shares — an estimated $229K sold.

Freedom Investment Management first reported a position in SUI in Q1 2016 and held it in 1 quarter. The position peaked at $229K in Q1 2016. 258 funds tracked by Wall St. Rank hold SUI as of Q2 2016.

  • Freedom Investment Management reported no remaining Sun Communities position as of Q2 2016 after selling out during the quarter.
  • Freedom Investment Management sold 3,198 Sun Communities shares in Q2 2016, an estimated $229K.
  • Freedom Investment Management first reported a position in Sun Communities in Q1 2016 and held it in 1 quarter.
  • Freedom Investment Management's Sun Communities position peaked at $229K in Q1 2016.
  • 258 funds tracked by Wall St. Rank held Sun Communities as of Q2 2016.

Based on Freedom Investment Management's 13F filing for Q2 2016, filed 14 Jul 2016.