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Orrstown Financial Services’s Sun Communities SUI Stock Holding History

Orrstown Financial Services’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
Q3 		– Sell
-36
Closed -$4K – 289
2018
Q2 		$4K Hold
36
– – 0.01% 242
2018
Q1 		$3K Hold
36
– – ﹤0.01% 284
2017
Q4 		$3K Hold
36
– – ﹤0.01% 278
2017
Q3 		$3K Buy
+36
New +$3.18K ﹤0.01% 277

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Orrstown Financial Services's SUI Position: Q3 2018 in Review

Orrstown Financial Services sold out of Sun Communities (SUI) in Q3 2018, closing a stake of 36 shares — an estimated $4K sold.

Orrstown Financial Services first reported a position in SUI in Q3 2017 and held it in 4 quarters. The position peaked at $4K in Q2 2018. 337 funds tracked by Wall St. Rank hold SUI as of Q3 2018.

  • Orrstown Financial Services reported no remaining Sun Communities position as of Q3 2018 after selling out during the quarter.
  • Orrstown Financial Services sold 36 Sun Communities shares in Q3 2018, an estimated $4K.
  • Orrstown Financial Services first reported a position in Sun Communities in Q3 2017 and held it in 4 quarters.
  • Orrstown Financial Services's Sun Communities position peaked at $4K in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Sun Communities as of Q3 2018.

Based on Orrstown Financial Services's 13F filing for Q3 2018, filed 23 Oct 2018.