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	–	1219
2018 Q4	$44K	Buy	+433	New	+$44.1K	0.03%	293
2018 Q3	–	Sell	-744	Closed	-$72.8K	–	1163
2018 Q2	$72.8K	Buy	+744	New	+$70K	0.05%	228
2018 Q1	–	Sell	-697	Closed	-$64.7K	–	1150
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sutton Wealth Advisors's SUI Position: Q1 2019 in Review

Sutton Wealth Advisors sold out of Sun Communities (SUI) in Q1 2019, closing a stake of 433 shares — an estimated $44K sold.

Sutton Wealth Advisors first reported a position in SUI in Q2 2017 and held it in 5 quarters. The position peaked at $72.8K in Q2 2018. 356 funds tracked by Wall St. Rank hold SUI as of Q1 2019.

Sutton Wealth Advisors reported no remaining Sun Communities position as of Q1 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 433 Sun Communities shares in Q1 2019, an estimated $44K.
Sutton Wealth Advisors first reported a position in Sun Communities in Q2 2017 and held it in 5 quarters.
Sutton Wealth Advisors's Sun Communities position peaked at $72.8K in Q2 2018.
356 funds tracked by Wall St. Rank held Sun Communities as of Q1 2019.

Based on Sutton Wealth Advisors's 13F filing for Q1 2019, filed 6 Nov 2023.