Princeton Alpha Management’s Sun Communities SUI Stock Holding History

Princeton Alpha Management’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 Q2	–	Sell	-3,238	Closed	-$260K	–	337
2017 Q1	$260K	Buy	+3,238	New	+$258K	0.09%	388
2016 Q3	–	Sell	-3,933	Closed	-$301K	–	934
2016 Q2	$301K	Buy	+3,933	New	+$278K	0.05%	526
2014 Q3	–	Sell	-6,161	Closed	-$307K	–	817
2014 Q2	$307K	Sell	6,161 -5,077	-45%	-$239K	0.06%	428
2014 Q1	$507K	Buy	11,238 +4,136	+58%	+$186K	0.16%	184
2013 Q4	$303K	Buy	+7,102	New	+$302K	0.22%	190

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Princeton Alpha Management's SUI Position: Q2 2017 in Review

Princeton Alpha Management sold out of Sun Communities (SUI) in Q2 2017, closing a stake of 3,238 shares — an estimated $260K sold.

Princeton Alpha Management first reported a position in SUI in Q4 2013 and held it in 5 quarters. The position peaked at $507K in Q1 2014. 275 funds tracked by Wall St. Rank hold SUI as of Q2 2017.

Princeton Alpha Management reported no remaining Sun Communities position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 3,238 Sun Communities shares in Q2 2017, an estimated $260K.
Princeton Alpha Management first reported a position in Sun Communities in Q4 2013 and held it in 5 quarters.
Princeton Alpha Management's Sun Communities position peaked at $507K in Q1 2014.
275 funds tracked by Wall St. Rank held Sun Communities as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.