Moneta Group Investment Advisors’s Sun Communities SUI Stock Holding History

Moneta Group Investment 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
2015 Q4	–	Sell	-292	Closed	-$20K	–	378
2015 Q3	$20K	Buy	+292	New	+$19.5K	0.01%	329

Other funds holding SUI

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Moneta Group Investment Advisors's SUI Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Sun Communities (SUI) in Q4 2015, closing a stake of 292 shares — an estimated $20K sold.

Moneta Group Investment Advisors first reported a position in SUI in Q3 2015 and held it in 1 quarter. The position peaked at $20K in Q3 2015. 208 funds tracked by Wall St. Rank hold SUI as of Q4 2015.

Moneta Group Investment Advisors reported no remaining Sun Communities position as of Q4 2015 after selling out during the quarter.
Moneta Group Investment Advisors sold 292 Sun Communities shares in Q4 2015, an estimated $20K.
Moneta Group Investment Advisors first reported a position in Sun Communities in Q3 2015 and held it in 1 quarter.
Moneta Group Investment Advisors's Sun Communities position peaked at $20K in Q3 2015.
208 funds tracked by Wall St. Rank held Sun Communities as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.