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Patriot Financial Group Insurance Agency’s Sun Communities SUI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-100
Closed -$12K – 1830
2020
Q1 		$12K Hold
100
– – 0.01% 809
2019
Q4 		$15K Hold
100
– – 0.01% 751
2019
Q3 		$15K Buy
+100
New +$14.1K 0.01% 721

Other funds holding SUI

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SUI Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Sun Communities (SUI) in Q2 2020, closing a stake of 100 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in SUI in Q3 2019 and held it in 3 quarters. The position peaked at $15K in Q4 2019. 439 funds tracked by Wall St. Rank hold SUI as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Sun Communities position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Sun Communities shares in Q2 2020, an estimated $12K.
  • Patriot Financial Group Insurance Agency first reported a position in Sun Communities in Q3 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Sun Communities position peaked at $15K in Q4 2019.
  • 439 funds tracked by Wall St. Rank held Sun Communities as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.