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Summit Securities Group’s Sun Communities SUI Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-42
Closed -$3K – 580
2015
Q1 		$3K Buy
+42
New +$2.82K ﹤0.01% 333

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Summit Securities Group's SUI Position: Q2 2015 in Review

Summit Securities Group sold out of Sun Communities (SUI) in Q2 2015, closing a stake of 42 shares — an estimated $3K sold.

Summit Securities Group first reported a position in SUI in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 185 funds tracked by Wall St. Rank hold SUI as of Q2 2015.

  • Summit Securities Group reported no remaining Sun Communities position as of Q2 2015 after selling out during the quarter.
  • Summit Securities Group sold 42 Sun Communities shares in Q2 2015, an estimated $3K.
  • Summit Securities Group first reported a position in Sun Communities in Q1 2015 and held it in 1 quarter.
  • Summit Securities Group's Sun Communities position peaked at $3K in Q1 2015.
  • 185 funds tracked by Wall St. Rank held Sun Communities as of Q2 2015.

Based on Summit Securities Group's 13F filing for Q2 2015, filed 5 Aug 2015.