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SeaBridge Investment Advisors’s Sun Communities SUI Stock Holding History

SeaBridge Investment Advisors’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
2015
Q4 		– Sell
-2
Closed – – 233
2015
Q3 		$0 Hold
2
– – ﹤0.01% 234
2015
Q2 		$0 Hold
2
– – ﹤0.01% 230
2015
Q1 		$0 Hold
2
– – ﹤0.01% 234
2014
Q4 		$0 Hold
2
– – ﹤0.01% 238
2014
Q3 		$0 Buy
+2
New +$105 ﹤0.01% 236

Other funds holding SUI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $3.38T AUM 44.17% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

SeaBridge Investment Advisors's SUI Position: Q4 2015 in Review

SeaBridge Investment Advisors sold out of Sun Communities (SUI) in Q4 2015, closing a stake of 2 shares.

SeaBridge Investment Advisors first reported a position in SUI in Q3 2014 and held it in 5 quarters. The position peaked at $0 in Q3 2015. 208 funds tracked by Wall St. Rank hold SUI as of Q4 2015.

  • SeaBridge Investment Advisors reported no remaining Sun Communities position as of Q4 2015 after selling out during the quarter.
  • SeaBridge Investment Advisors sold 2 Sun Communities shares in Q4 2015.
  • SeaBridge Investment Advisors first reported a position in Sun Communities in Q3 2014 and held it in 5 quarters.
  • SeaBridge Investment Advisors's Sun Communities position peaked at $0 in Q3 2015.
  • 208 funds tracked by Wall St. Rank held Sun Communities as of Q4 2015.

Based on SeaBridge Investment Advisors's 13F filing for Q4 2015, filed 28 Jan 2016.