Lourd Capital’s Sun Communities SUI Stock Holding History

Lourd Capital’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
2018 Q1	–	Sell	-2,688	Closed	-$249K	–	305
2017 Q4	$249K	Buy	+2,688	New	+$246K	0.02%	285

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lourd Capital's SUI Position: Q1 2018 in Review

Lourd Capital sold out of Sun Communities (SUI) in Q1 2018, closing a stake of 2,688 shares — an estimated $249K sold.

Lourd Capital first reported a position in SUI in Q4 2017 and held it in 1 quarter. The position peaked at $249K in Q4 2017. 305 funds tracked by Wall St. Rank hold SUI as of Q1 2018.

Lourd Capital reported no remaining Sun Communities position as of Q1 2018 after selling out during the quarter.
Lourd Capital sold 2,688 Sun Communities shares in Q1 2018, an estimated $249K.
Lourd Capital first reported a position in Sun Communities in Q4 2017 and held it in 1 quarter.
Lourd Capital's Sun Communities position peaked at $249K in Q4 2017.
305 funds tracked by Wall St. Rank held Sun Communities as of Q1 2018.

Based on Lourd Capital's 13F filing for Q1 2018, filed 10 Apr 2018.