Shine Investment Advisory Services’s Sun Communities SUI Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$9K	Hold	62	–	–	﹤0.01%	572
2020 Q2	$8K	Hold	62	–	–	﹤0.01%	585
2020 Q1	$8K	Hold	62	–	–	﹤0.01%	550
2019 Q4	$9K	Hold	62	–	–	﹤0.01%	597
2019 Q3	$9K	Buy	+62	New	+$8.75K	﹤0.01%	578
2019 Q2	–	Hold	0	–	–	–	573
2019 Q1	–	Hold	0	–	–	–	530
2018 Q4	–	Hold	0	–	–	–	522
2018 Q3	–	Sell	-99	Closed	-$9.89K	–	524
2018 Q2	$10K	Buy	+99	New	+$9.31K	0.01%	528
2018 Q1	–	Hold	0	–	–	–	543
2017 Q4	–	Hold	0	–	–	–	553
2017 Q3	–	Hold	0	–	–	–	570
2017 Q2	–	Hold	0	–	–	–	540

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shine Investment Advisory Services's SUI Position: Q3 2020 in Review

Shine Investment Advisory Services held its Sun Communities (SUI) position steady in Q3 2020 at 62 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Shine Investment Advisory Services first reported a position in SUI in Q2 2018 and has held it in 6 quarters since. The position peaked at $10K in Q2 2018. 433 funds tracked by Wall St. Rank hold SUI as of Q3 2020.

Shine Investment Advisory Services held 62 shares of Sun Communities worth $9K as of Q3 2020.
Shine Investment Advisory Services left its Sun Communities share count unchanged in Q3 2020.
Sun Communities made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #572 holding.
Shine Investment Advisory Services first reported a position in Sun Communities in Q2 2018 and has held it in 6 quarters since.
Shine Investment Advisory Services's Sun Communities position peaked at $10K in Q2 2018.
433 funds tracked by Wall St. Rank held Sun Communities as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.