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Turner Investments’s Sun Communities SUI Stock Holding History

Turner Investments’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
2013
Q4 		– Sell
-49,280
Closed -$2.1M – 646
2013
Q3 		$2.1M Buy
49,280
+960
+2% +$45.3K 0.03% 411
2013
Q2 		$2.4M Buy
+48,320
New +$2.43M 0.03% 432

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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Turner Investments's SUI Position: Q4 2013 in Review

Turner Investments sold out of Sun Communities (SUI) in Q4 2013, closing a stake of 49,280 shares — an estimated $2.1M sold.

Turner Investments first reported a position in SUI in Q2 2013 and held it in 2 quarters. The position peaked at $2.4M in Q2 2013. 158 funds tracked by Wall St. Rank hold SUI as of Q4 2013.

  • Turner Investments reported no remaining Sun Communities position as of Q4 2013 after selling out during the quarter.
  • Turner Investments sold 49,280 Sun Communities shares in Q4 2013, an estimated $2.1M.
  • Turner Investments first reported a position in Sun Communities in Q2 2013 and held it in 2 quarters.
  • Turner Investments's Sun Communities position peaked at $2.4M in Q2 2013.
  • 158 funds tracked by Wall St. Rank held Sun Communities as of Q4 2013.

Based on Turner Investments's 13F filing for Q4 2013, filed 13 Feb 2014.