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SEI Trust Company’s Sun Communities SUI Stock Holding History

SEI Trust Company’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
2014
Q3 		$1.08M Buy
21,381
+19,570
+1,081% +$1.03M 0.01% 874
2014
Q2 		$90K Buy
1,811
+700
+63% +$33K ﹤0.01% 1462
2014
Q1 		$50K Sell
1,111
-6,965
-86% -$314K ﹤0.01% 1546
2013
Q4 		$344K Buy
+8,076
New +$343K ﹤0.01% 1240

Other funds holding SUI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $57.6B AUM 8.03% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SEI Trust Company's SUI Position: Q3 2014 in Review

SEI Trust Company increased its Sun Communities (SUI) stake by 1,081% in Q3 2014, buying an estimated $1.03M and bringing the position to 21,381 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #874.

SEI Trust Company first reported a position in SUI in Q4 2013 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold SUI as of Q3 2014.

  • SEI Trust Company held 21,381 shares of Sun Communities worth $1.08M as of Q3 2014.
  • SEI Trust Company bought 19,570 Sun Communities shares in Q3 2014, an estimated $1.03M.
  • Sun Communities made up 0.01% of SEI Trust Company's portfolio in Q3 2014, its #874 holding.
  • SEI Trust Company first reported a position in Sun Communities in Q4 2013 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held Sun Communities as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.