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Trillium Asset Management’s Sun Communities SUI Stock Holding History

Trillium 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
-4,000
Closed -$202K – 212
2014
Q3 		$202K Buy
+4,000
New +$210K 0.02% 187

Other funds holding SUI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $63.2B AUM 17.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B 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 $204B AUM 27.99% 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

Trillium Asset Management's SUI Position: Q4 2014 in Review

Trillium Asset Management sold out of Sun Communities (SUI) in Q4 2014, closing a stake of 4,000 shares — an estimated $202K sold.

Trillium Asset Management first reported a position in SUI in Q3 2014 and held it in 1 quarter. The position peaked at $202K in Q3 2014. 178 funds tracked by Wall St. Rank hold SUI as of Q4 2014.

  • Trillium Asset Management reported no remaining Sun Communities position as of Q4 2014 after selling out during the quarter.
  • Trillium Asset Management sold 4,000 Sun Communities shares in Q4 2014, an estimated $202K.
  • Trillium Asset Management first reported a position in Sun Communities in Q3 2014 and held it in 1 quarter.
  • Trillium Asset Management's Sun Communities position peaked at $202K in Q3 2014.
  • 178 funds tracked by Wall St. Rank held Sun Communities as of Q4 2014.

Based on Trillium Asset Management's 13F filing for Q4 2014, filed 30 Jan 2015.