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Kiwi Wealth Investments Limited Partnership’s Sun Communities SUI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2017
Q2 		– Sell
-7,956
Closed -$639K – 178
2017
Q1 		$639K Sell
7,956
-27,208
-77% -$2.17M 0.05% 150
2016
Q4 		$2.69M Sell
35,164
-8,728
-20% -$653K 0.23% 74
2016
Q3 		$3.44M Buy
+43,892
New +$3.4M 0.3% 62

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's SUI Position: Q2 2017 in Review

Kiwi Wealth Investments Limited Partnership sold out of Sun Communities (SUI) in Q2 2017, closing a stake of 7,956 shares — an estimated $639K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SUI in Q3 2016 and held it in 3 quarters. The position peaked at $3.44M in Q3 2016. 275 funds tracked by Wall St. Rank hold SUI as of Q2 2017.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Sun Communities position as of Q2 2017 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 7,956 Sun Communities shares in Q2 2017, an estimated $639K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Sun Communities in Q3 2016 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Sun Communities position peaked at $3.44M in Q3 2016.
  • 275 funds tracked by Wall St. Rank held Sun Communities as of Q2 2017.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2017, filed 10 Aug 2017.