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Genesis Wealth Advisors’s Sun Communities SUI Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$32.8K Hold
530
– – 0.03% 237
2015
Q1 		$35K Hold
530
– – 0.03% 236
2014
Q4 		$35.6K Buy
+530
New +$30.2K 0.03% 252

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Genesis Wealth Advisors's SUI Position: Q2 2015 in Review

Genesis Wealth Advisors held its Sun Communities (SUI) position steady in Q2 2015 at 530 shares worth $32.8K. The position accounts for 0.03% of the portfolio, ranked #237.

Genesis Wealth Advisors first reported a position in SUI in Q4 2014 and has held it in 3 quarters since. The position peaked at $35.6K in Q4 2014. 185 funds tracked by Wall St. Rank hold SUI as of Q2 2015.

  • Genesis Wealth Advisors held 530 shares of Sun Communities worth $32.8K as of Q2 2015.
  • Genesis Wealth Advisors left its Sun Communities share count unchanged in Q2 2015.
  • Sun Communities made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #237 holding.
  • Genesis Wealth Advisors first reported a position in Sun Communities in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Sun Communities position peaked at $35.6K in Q4 2014.
  • 185 funds tracked by Wall St. Rank held Sun Communities as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.