Neuburgh Advisers’s Sun Communities SUI Stock Holding History

Neuburgh Advisers’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	-1,292	Closed	-$118K	–	900
2018 Q1	$118K	Sell	1,292 -3,978	-75%	-$351K	﹤0.01%	761
2017 Q4	$489K	Sell	5,270 -3,774	-42%	-$346K	0.02%	434
2017 Q3	$775K	Sell	9,044 -1,122	-11%	-$99.2K	0.03%	314
2017 Q2	$891K	Sell	10,166 -3,434	-25%	-$294K	0.03%	287
2017 Q1	$1.09M	Buy	+13,600	New	+$1.08M	0.04%	259

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Neuburgh Advisers's SUI Position: Q2 2018 in Review

Neuburgh Advisers sold out of Sun Communities (SUI) in Q2 2018, closing a stake of 1,292 shares — an estimated $118K sold.

Neuburgh Advisers first reported a position in SUI in Q1 2017 and held it in 5 quarters. The position peaked at $1.09M in Q1 2017. 322 funds tracked by Wall St. Rank hold SUI as of Q2 2018.

Neuburgh Advisers reported no remaining Sun Communities position as of Q2 2018 after selling out during the quarter.
Neuburgh Advisers sold 1,292 Sun Communities shares in Q2 2018, an estimated $118K.
Neuburgh Advisers first reported a position in Sun Communities in Q1 2017 and held it in 5 quarters.
Neuburgh Advisers's Sun Communities position peaked at $1.09M in Q1 2017.
322 funds tracked by Wall St. Rank held Sun Communities as of Q2 2018.

Based on Neuburgh Advisers's 13F filing for Q2 2018, filed 10 Aug 2018.