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Independent Portfolio Consultants’s Sun Communities SUI Stock Holding History

Independent Portfolio Consultants’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 		– Sell
-130
Closed -$9K – 1019
2015
Q1 		$9K Buy
+130
New +$8.73K ﹤0.01% 732
2014
Q4 		– Sell
-8,670
Closed -$438K – 871
2014
Q3 		$438K Sell
8,670
-650
-7% -$34.1K 0.12% 259
2014
Q2 		$465K Sell
9,320
-95
-1% -$4.48K 0.13% 255
2014
Q1 		$424K Buy
9,415
+335
+4% +$15.1K 0.13% 286
2013
Q4 		$387K Sell
9,080
-1,070
-11% -$45.5K 0.14% 317
2013
Q3 		$433K Sell
10,150
-160
-2% -$7.55K 0.17% 256
2013
Q2 		$513K Buy
+10,310
New +$519K 0.23% 173

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

Independent Portfolio Consultants's SUI Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Sun Communities (SUI) in Q2 2015, closing a stake of 130 shares — an estimated $9K sold.

Independent Portfolio Consultants first reported a position in SUI in Q2 2013 and held it in 7 quarters. The position peaked at $513K in Q2 2013. 185 funds tracked by Wall St. Rank hold SUI as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Sun Communities position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 130 Sun Communities shares in Q2 2015, an estimated $9K.
  • Independent Portfolio Consultants first reported a position in Sun Communities in Q2 2013 and held it in 7 quarters.
  • Independent Portfolio Consultants's Sun Communities position peaked at $513K in Q2 2013.
  • 185 funds tracked by Wall St. Rank held Sun Communities as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.