NCM
SUI icon

Nelson Capital Management’s Sun Communities SUI Stock Holding History

Nelson Capital Management’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
Q2 		– Sell
-52
Closed -$5K – 273
2018
Q1 		$5K Hold
52
– – ﹤0.01% 231
2017
Q4 		$5K Buy
+52
New +$4.77K ﹤0.01% 272

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Nelson Capital Management's SUI Position: Q2 2018 in Review

Nelson Capital Management sold out of Sun Communities (SUI) in Q2 2018, closing a stake of 52 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in SUI in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 322 funds tracked by Wall St. Rank hold SUI as of Q2 2018.

  • Nelson Capital Management reported no remaining Sun Communities position as of Q2 2018 after selling out during the quarter.
  • Nelson Capital Management sold 52 Sun Communities shares in Q2 2018, an estimated $5K.
  • Nelson Capital Management first reported a position in Sun Communities in Q4 2017 and held it in 2 quarters.
  • Nelson Capital Management's Sun Communities position peaked at $5K in Q1 2018.
  • 322 funds tracked by Wall St. Rank held Sun Communities as of Q2 2018.

Based on Nelson Capital Management's 13F filing for Q2 2018, filed 17 Jul 2018.