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Investors Capital Advisory Services’s Sun Communities SUI Stock Holding History

Investors Capital Advisory Services’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
2014
Q1 		– Sell
-11,690
Closed -$498K – 694
2013
Q4 		$498K Sell
11,690
-252
-2% -$10.7K 0.12% 254
2013
Q3 		$508K Buy
11,942
+203
+2% +$9.58K 0.13% 240
2013
Q2 		$583K Buy
+11,739
New +$591K 0.18% 165

Other funds holding SUI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Investors Capital Advisory Services's SUI Position: Q1 2014 in Review

Investors Capital Advisory Services sold out of Sun Communities (SUI) in Q1 2014, closing a stake of 11,690 shares — an estimated $498K sold.

Investors Capital Advisory Services first reported a position in SUI in Q2 2013 and held it in 3 quarters. The position peaked at $583K in Q2 2013. 164 funds tracked by Wall St. Rank hold SUI as of Q1 2014.

  • Investors Capital Advisory Services reported no remaining Sun Communities position as of Q1 2014 after selling out during the quarter.
  • Investors Capital Advisory Services sold 11,690 Sun Communities shares in Q1 2014, an estimated $498K.
  • Investors Capital Advisory Services first reported a position in Sun Communities in Q2 2013 and held it in 3 quarters.
  • Investors Capital Advisory Services's Sun Communities position peaked at $583K in Q2 2013.
  • 164 funds tracked by Wall St. Rank held Sun Communities as of Q1 2014.

Based on Investors Capital Advisory Services's 13F filing for Q1 2014, filed 15 Apr 2014.