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Old Mutual Customised Solutions’s Sun Communities SUI Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-400
Closed -$20K – 1181
2013
Q2 		$20K Buy
+400
New +$20.1K 0.01% 1230

Other funds holding SUI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Old Mutual Customised Solutions's SUI Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Sun Communities (SUI) in Q3 2013, closing a stake of 400 shares — an estimated $20K sold.

Old Mutual Customised Solutions first reported a position in SUI in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 157 funds tracked by Wall St. Rank hold SUI as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Sun Communities position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 400 Sun Communities shares in Q3 2013, an estimated $20K.
  • Old Mutual Customised Solutions first reported a position in Sun Communities in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Sun Communities position peaked at $20K in Q2 2013.
  • 157 funds tracked by Wall St. Rank held Sun Communities as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.