TDC
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Thompson Davis & Co’s Sun Communities SUI Stock Holding History

Thompson Davis & Co’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
2017
Q4 		– Sell
-50
Closed -$4K – 1044
2017
Q3 		$4K Hold
50
– – 0.01% 900
2017
Q2 		$4K Hold
50
– – 0.01% 892
2017
Q1 		$4K Hold
50
– – 0.01% 945
2016
Q4 		$4K Hold
50
– – 0.01% 920
2016
Q3 		$4K Buy
50
+16
+47% +$1.24K 0.01% 886
2016
Q2 		$3K Hold
34
– – ﹤0.01% 900
2016
Q1 		$2K Hold
34
– – ﹤0.01% 963
2015
Q4 		$2K Hold
34
– – ﹤0.01% 1032
2015
Q3 		$2K Buy
34
+8
+31% +$533 ﹤0.01% 1036
2015
Q2 		$2K Sell
26
-25
-49% -$1.58K ﹤0.01% 1098
2015
Q1 		$3K Hold
51
– – ﹤0.01% 1027
2014
Q4 		$3K Hold
51
– – ﹤0.01% 1061
2014
Q3 		$3K Buy
+51
New +$2.67K ﹤0.01% 1007

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return