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Smith Group Asset Management’s Sun Communities SUI Stock Holding History

Smith Group Asset Management’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
Q4 		– Sell
-44
Closed -$2K – 441
2014
Q3 		$2K Hold
44
– – ﹤0.01% 383
2014
Q2 		$2K Hold
44
– – ﹤0.01% 393
2014
Q1 		$2K Hold
44
– – ﹤0.01% 385
2013
Q4 		$2K Hold
44
– – ﹤0.01% 370
2013
Q3 		$2K Hold
44
– – ﹤0.01% 389
2013
Q2 		$2K Buy
+44
New +$2.22K ﹤0.01% 394

Other funds holding SUI

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return