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Legacy Financial Advisors’s Sun Communities SUI Stock Holding History

Legacy Financial 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
Q2 		– Sell
-19
Closed -$2K – 794
2019
Q1 		$2K Buy
+19
New +$2.11K ﹤0.01% 917

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Legacy Financial Advisors's SUI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Sun Communities (SUI) in Q2 2019, closing a stake of 19 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in SUI in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 386 funds tracked by Wall St. Rank hold SUI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Sun Communities position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 19 Sun Communities shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Sun Communities in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Sun Communities position peaked at $2K in Q1 2019.
  • 386 funds tracked by Wall St. Rank held Sun Communities as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.