Quad-Cities Investment Group’s Sun Communities SUI Stock Holding History

Quad-Cities Investment Group’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 Q4	–	Sell	-200	Closed	-$30K	–	643
2019 Q3	$30K	Hold	200	–	–	0.03%	416
2019 Q2	$26K	Hold	200	–	–	0.02%	452
2019 Q1	$24K	Hold	200	–	–	0.02%	461
2018 Q4	$20K	Hold	200	–	–	0.02%	487
2018 Q3	$20K	Hold	200	–	–	0.02%	518
2018 Q2	$20K	Buy	+200	New	+$18.8K	0.02%	526

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Quad-Cities Investment Group's SUI Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Sun Communities (SUI) in Q4 2019, closing a stake of 200 shares — an estimated $30K sold.

Quad-Cities Investment Group first reported a position in SUI in Q2 2018 and held it in 6 quarters. The position peaked at $30K in Q3 2019. 463 funds tracked by Wall St. Rank hold SUI as of Q4 2019.

Quad-Cities Investment Group reported no remaining Sun Communities position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 200 Sun Communities shares in Q4 2019, an estimated $30K.
Quad-Cities Investment Group first reported a position in Sun Communities in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Sun Communities position peaked at $30K in Q3 2019.
463 funds tracked by Wall St. Rank held Sun Communities as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.