Kore Private Wealth’s Sun Communities SUI Stock Holding History

Kore Private Wealth’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	-8	Closed	-$1K	–	711
2019 Q1	$1K	Buy	+8	New	+$889	﹤0.01%	888

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 $63.2B AUM 17.15% 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 $846B AUM 46.74% 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 $47.7B AUM 13.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kore Private Wealth's SUI Position: Q2 2019 in Review

Kore Private Wealth sold out of Sun Communities (SUI) in Q2 2019, closing a stake of 8 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in SUI in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 386 funds tracked by Wall St. Rank hold SUI as of Q2 2019.

Kore Private Wealth reported no remaining Sun Communities position as of Q2 2019 after selling out during the quarter.
Kore Private Wealth sold 8 Sun Communities shares in Q2 2019, an estimated $1K.
Kore Private Wealth first reported a position in Sun Communities in Q1 2019 and held it in 1 quarter.
Kore Private Wealth's Sun Communities position peaked at $1K in Q1 2019.
386 funds tracked by Wall St. Rank held Sun Communities as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.