KCPG
SUI icon

Kavar Capital Partners Group’s Sun Communities SUI Stock Holding History

Kavar Capital Partners Group’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
Q2 		– Sell
-687
Closed -$30K – 396
2014
Q1 		$30K Sell
687
-1,600
-70% -$72.1K 0.02% 229
2013
Q4 		$97K Buy
+2,287
New +$97.2K 0.09% 152

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
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
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kavar Capital Partners Group's SUI Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Sun Communities (SUI) in Q2 2014, closing a stake of 687 shares — an estimated $30K sold.

Kavar Capital Partners Group first reported a position in SUI in Q4 2013 and held it in 2 quarters. The position peaked at $97K in Q4 2013. 166 funds tracked by Wall St. Rank hold SUI as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining Sun Communities position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 687 Sun Communities shares in Q2 2014, an estimated $30K.
  • Kavar Capital Partners Group first reported a position in Sun Communities in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's Sun Communities position peaked at $97K in Q4 2013.
  • 166 funds tracked by Wall St. Rank held Sun Communities as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.