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Friedberg Investment Management’s Sun Communities SUI Stock Holding History

Friedberg 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
2017
Q3 		– Sell
-18,980
Closed -$1.66M – 76
2017
Q2 		$1.66M Sell
18,980
-2,650
-12% -$227K 0.71% 48
2017
Q1 		$1.74M Hold
21,630
– – 0.73% 51
2016
Q4 		$1.66M Sell
21,630
-50
-0.2% -$3.74K 0.76% 45
2016
Q3 		$1.7M Hold
21,680
– – 0.73% 48
2016
Q2 		$1.66M Sell
21,680
-400
-2% -$28.2K 0.78% 47
2016
Q1 		$1.58M Sell
22,080
-420
-2% -$28.3K 0.79% 49
2015
Q4 		$1.54M Sell
22,500
-700
-3% -$47.2K 0.75% 51
2015
Q3 		$1.57M Sell
23,200
-400
-2% -$26.7K 0.75% 51
2015
Q2 		$1.46M Sell
23,600
-640
-3% -$40.5K 0.55% 68
2015
Q1 		$1.62M Sell
24,240
-230
-0.9% -$15.4K 0.59% 61
2014
Q4 		$1.48M Sell
24,470
-285
-1% -$16.2K 0.58% 61
2014
Q3 		$1.25M Hold
24,755
– – 0.48% 68
2014
Q2 		$1.23M Sell
24,755
-20
-0.1% -$943 0.45% 72
2014
Q1 		$1.12M Sell
24,775
-1,000
-4% -$45.1K 0.44% 72
2013
Q4 		$1.1M Sell
25,775
-2,820
-10% -$120K 0.45% 69
2013
Q3 		$1.22M Buy
28,595
+220
+0.8% +$10.4K 0.53% 63
2013
Q2 		$1.41M Buy
+28,375
New +$1.43M 0.63% 60

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Friedberg Investment Management's SUI Position: Q3 2017 in Review

Friedberg Investment Management sold out of Sun Communities (SUI) in Q3 2017, closing a stake of 18,980 shares — an estimated $1.66M sold.

Friedberg Investment Management first reported a position in SUI in Q2 2013 and held it in 17 quarters. The position peaked at $1.74M in Q1 2017. 272 funds tracked by Wall St. Rank hold SUI as of Q3 2017.

  • Friedberg Investment Management reported no remaining Sun Communities position as of Q3 2017 after selling out during the quarter.
  • Friedberg Investment Management sold 18,980 Sun Communities shares in Q3 2017, an estimated $1.66M.
  • Friedberg Investment Management first reported a position in Sun Communities in Q2 2013 and held it in 17 quarters.
  • Friedberg Investment Management's Sun Communities position peaked at $1.74M in Q1 2017.
  • 272 funds tracked by Wall St. Rank held Sun Communities as of Q3 2017.

Based on Friedberg Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.