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TRUE Private Wealth Advisors’s Sun Communities SUI Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-70
Closed -$7.16K – 831
2018
Q3 		$7.16K Buy
+70
New +$6.99K ﹤0.01% 824

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 $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRUE Private Wealth Advisors's SUI Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Sun Communities (SUI) in Q4 2018, closing a stake of 70 shares — an estimated $7.16K sold.

TRUE Private Wealth Advisors first reported a position in SUI in Q3 2018 and held it in 1 quarter. The position peaked at $7.16K in Q3 2018. 353 funds tracked by Wall St. Rank hold SUI as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Sun Communities position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 70 Sun Communities shares in Q4 2018, an estimated $7.16K.
  • TRUE Private Wealth Advisors first reported a position in Sun Communities in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Sun Communities position peaked at $7.16K in Q3 2018.
  • 353 funds tracked by Wall St. Rank held Sun Communities as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.