SWA
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Sutton Wealth Advisors’s Sun Communities SUI Stock Holding History

Sutton Wealth 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
2019
Q1 		– Sell
-433
Closed -$44K – 1229
2018
Q4 		$44K Buy
+433
New +$44.1K 0.03% 293
2018
Q3 		– Sell
-744
Closed -$72.8K – 1164
2018
Q2 		$72.8K Buy
+744
New +$70K 0.05% 228
2018
Q1 		– Sell
-697
Closed -$64.7K – 1151
2017
Q4 		$64.7K Hold
697
– – 0.05% 232
2017
Q3 		$59.7K Hold
697
– – 0.05% 242
2017
Q2 		$61.1K Buy
+697
New +$59.8K 0.05% 236

Other funds holding SUI

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return