QI
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Quotient Investors’s Sun Communities SUI Stock Holding History

Quotient Investors’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
-5,100
Closed -$391K – 198
2016
Q4 		$391K Hold
5,100
– – 0.25% 121
2016
Q3 		$400K Hold
5,100
– – 0.26% 120
2016
Q2 		$391K Hold
5,100
– – 0.18% 145
2016
Q1 		$365K Sell
5,100
-900
-15% -$60.7K 0.13% 162
2015
Q4 		$411K Buy
+6,000
New +$404K 0.16% 143
2015
Q3 		– Sell
-3,500
Closed -$216K – 262
2015
Q2 		$216K Buy
3,500
+200
+6% +$12.7K 0.03% 221
2015
Q1 		$220K Buy
+3,300
New +$222K 0.03% 217

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

Quotient Investors's SUI Position: Q1 2017 in Review

Quotient Investors sold out of Sun Communities (SUI) in Q1 2017, closing a stake of 5,100 shares — an estimated $391K sold.

Quotient Investors first reported a position in SUI in Q1 2015 and held it in 7 quarters. The position peaked at $411K in Q4 2015. 266 funds tracked by Wall St. Rank hold SUI as of Q1 2017.

  • Quotient Investors reported no remaining Sun Communities position as of Q1 2017 after selling out during the quarter.
  • Quotient Investors sold 5,100 Sun Communities shares in Q1 2017, an estimated $391K.
  • Quotient Investors first reported a position in Sun Communities in Q1 2015 and held it in 7 quarters.
  • Quotient Investors's Sun Communities position peaked at $411K in Q4 2015.
  • 266 funds tracked by Wall St. Rank held Sun Communities as of Q1 2017.

Based on Quotient Investors's 13F filing for Q1 2017, filed 19 Apr 2017.