Proficio Capital Partners’s Sun Communities SUI Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-309	Closed	-$40K	–	1349
2019 Q2	$40K	Buy	309 +36	+13%	+$4.47K	0.01%	452
2019 Q1	$32K	Hold	273	–	–	0.01%	486
2018 Q4	$28K	Hold	273	–	–	0.01%	455
2018 Q3	$28K	Hold	273	–	–	0.01%	495
2018 Q2	$27K	Hold	273	–	–	0.01%	512
2018 Q1	$25K	Hold	273	–	–	0.01%	530
2017 Q4	$25K	Hold	273	–	–	0.01%	519
2017 Q3	$23K	Hold	273	–	–	0.01%	556
2017 Q2	$24K	Hold	273	–	–	0.01%	555
2017 Q1	$24K	Buy	273 +208	+320%	+$16.6K	0.01%	563
2016 Q4	$5K	Buy	+65	New	+$4.86K	﹤0.01%	756

Other funds holding SUI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return