MWP
SUI icon

MYCIO Wealth Partners’s Sun Communities SUI Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-100
Closed -$8K – 592
2016
Q3 		$8K Hold
100
– – ﹤0.01% 603
2016
Q2 		$8K Hold
100
– – ﹤0.01% 596
2016
Q1 		$7K Buy
+100
New +$6.74K ﹤0.01% 572

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 $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MYCIO Wealth Partners's SUI Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Sun Communities (SUI) in Q4 2016, closing a stake of 100 shares — an estimated $8K sold.

MYCIO Wealth Partners first reported a position in SUI in Q1 2016 and held it in 3 quarters. The position peaked at $8K in Q3 2016. 260 funds tracked by Wall St. Rank hold SUI as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Sun Communities position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 100 Sun Communities shares in Q4 2016, an estimated $8K.
  • MYCIO Wealth Partners first reported a position in Sun Communities in Q1 2016 and held it in 3 quarters.
  • MYCIO Wealth Partners's Sun Communities position peaked at $8K in Q3 2016.
  • 260 funds tracked by Wall St. Rank held Sun Communities as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.