Israel Discount Bank of New York’s Sun Communities SUI Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-170	Closed	-$20K	–	324
2019 Q1	$20K	Hold	170	–	–	0.01%	336
2018 Q4	$17K	Buy	+170	New	+$17.3K	0.01%	345
2018 Q3	–	Sell	-525	Closed	-$51K	–	444
2018 Q2	$51K	Sell	525 -20	-4%	-$1.88K	0.03%	267
2018 Q1	$50K	Hold	545	–	–	0.03%	271
2017 Q4	$51K	Hold	545	–	–	0.04%	272
2017 Q3	$47K	Hold	545	–	–	0.04%	278
2017 Q2	$48K	Sell	545 -20	-4%	-$1.72K	0.04%	259
2017 Q1	$45K	Buy	565 +10	+2%	+$797	0.04%	268
2016 Q4	$43K	Buy	+555	New	+$41.5K	0.04%	294

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Israel Discount Bank of New York's SUI Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Sun Communities (SUI) in Q2 2019, closing a stake of 170 shares — an estimated $20K sold.

Israel Discount Bank of New York first reported a position in SUI in Q4 2016 and held it in 9 quarters. The position peaked at $51K in Q2 2018. 386 funds tracked by Wall St. Rank hold SUI as of Q2 2019.

Israel Discount Bank of New York reported no remaining Sun Communities position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 170 Sun Communities shares in Q2 2019, an estimated $20K.
Israel Discount Bank of New York first reported a position in Sun Communities in Q4 2016 and held it in 9 quarters.
Israel Discount Bank of New York's Sun Communities position peaked at $51K in Q2 2018.
386 funds tracked by Wall St. Rank held Sun Communities as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.