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JOYN Advisors’s Sun Communities SUI Stock Holding History

JOYN 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
2019
Q1 		– Sell
-42
Closed -$4K – 1234
2018
Q4 		$4K Sell
42
-192
-82% -$19.6K ﹤0.01% 1338
2018
Q3 		$24K Hold
234
– – ﹤0.01% 628
2018
Q2 		$23K Sell
234
-57
-20% -$5.36K ﹤0.01% 628
2018
Q1 		$27K Buy
+291
New +$25.7K 0.01% 611

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JOYN Advisors's SUI Position: Q1 2019 in Review

JOYN Advisors sold out of Sun Communities (SUI) in Q1 2019, closing a stake of 42 shares — an estimated $4K sold.

JOYN Advisors first reported a position in SUI in Q1 2018 and held it in 4 quarters. The position peaked at $27K in Q1 2018. 356 funds tracked by Wall St. Rank hold SUI as of Q1 2019.

  • JOYN Advisors reported no remaining Sun Communities position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 42 Sun Communities shares in Q1 2019, an estimated $4K.
  • JOYN Advisors first reported a position in Sun Communities in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Sun Communities position peaked at $27K in Q1 2018.
  • 356 funds tracked by Wall St. Rank held Sun Communities as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.