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Paces Ferry Wealth Advisors’s Sun Communities SUI Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-227
Closed -$32K – 983
2020
Q3 		$32K Buy
+227
New +$32.6K 0.03% 275

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Paces Ferry Wealth Advisors's SUI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Sun Communities (SUI) in Q4 2020, closing a stake of 227 shares — an estimated $32K sold.

Paces Ferry Wealth Advisors first reported a position in SUI in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 447 funds tracked by Wall St. Rank hold SUI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Sun Communities position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 227 Sun Communities shares in Q4 2020, an estimated $32K.
  • Paces Ferry Wealth Advisors first reported a position in Sun Communities in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Sun Communities position peaked at $32K in Q3 2020.
  • 447 funds tracked by Wall St. Rank held Sun Communities as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.