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	–	1346
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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

Proficio Capital Partners's SUI Position: Q3 2019 in Review

Proficio Capital Partners sold out of Sun Communities (SUI) in Q3 2019, closing a stake of 309 shares — an estimated $40K sold.

Proficio Capital Partners first reported a position in SUI in Q4 2016 and held it in 11 quarters. The position peaked at $40K in Q2 2019. 402 funds tracked by Wall St. Rank hold SUI as of Q3 2019.

Proficio Capital Partners reported no remaining Sun Communities position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 309 Sun Communities shares in Q3 2019, an estimated $40K.
Proficio Capital Partners first reported a position in Sun Communities in Q4 2016 and held it in 11 quarters.
Proficio Capital Partners's Sun Communities position peaked at $40K in Q2 2019.
402 funds tracked by Wall St. Rank held Sun Communities as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.