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Rossmore Private Capital’s Sun Communities SUI Stock Holding History

Rossmore Private Capital’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
2018
Q1 		– Sell
-317
Closed -$29.4K – 363
2017
Q4 		$29.4K Buy
+317
New +$29.1K 0.03% 210

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rossmore Private Capital's SUI Position: Q1 2018 in Review

Rossmore Private Capital sold out of Sun Communities (SUI) in Q1 2018, closing a stake of 317 shares — an estimated $29.4K sold.

Rossmore Private Capital first reported a position in SUI in Q4 2017 and held it in 1 quarter. The position peaked at $29.4K in Q4 2017. 305 funds tracked by Wall St. Rank hold SUI as of Q1 2018.

  • Rossmore Private Capital reported no remaining Sun Communities position as of Q1 2018 after selling out during the quarter.
  • Rossmore Private Capital sold 317 Sun Communities shares in Q1 2018, an estimated $29.4K.
  • Rossmore Private Capital first reported a position in Sun Communities in Q4 2017 and held it in 1 quarter.
  • Rossmore Private Capital's Sun Communities position peaked at $29.4K in Q4 2017.
  • 305 funds tracked by Wall St. Rank held Sun Communities as of Q1 2018.

Based on Rossmore Private Capital's 13F filing for Q1 2018, filed 4 May 2018.