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Portfolio Strategies (Washington)’s Sun Communities SUI Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q1 		– Sell
-100
Closed -$8K – 95
2016
Q4 		$8K Buy
+100
New +$7.48K 0.01% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Portfolio Strategies (Washington)'s SUI Position: Q1 2017 in Review

Portfolio Strategies (Washington) sold out of Sun Communities (SUI) in Q1 2017, closing a stake of 100 shares — an estimated $8K sold.

Portfolio Strategies (Washington) first reported a position in SUI in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 266 funds tracked by Wall St. Rank hold SUI as of Q1 2017.

  • Portfolio Strategies (Washington) reported no remaining Sun Communities position as of Q1 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 100 Sun Communities shares in Q1 2017, an estimated $8K.
  • Portfolio Strategies (Washington) first reported a position in Sun Communities in Q4 2016 and held it in 1 quarter.
  • Portfolio Strategies (Washington)'s Sun Communities position peaked at $8K in Q4 2016.
  • 266 funds tracked by Wall St. Rank held Sun Communities as of Q1 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q1 2017, filed 28 Apr 2017.