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Waverly Advisors’s Sun Communities SUI Stock Holding History

Waverly 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
2014
Q4 		– Sell
-117
Closed -$6K – 639
2014
Q3 		$6K Hold
117
– – ﹤0.01% 598
2014
Q2 		$6K Hold
117
– – ﹤0.01% 560
2014
Q1 		$5K Buy
117
+31
+36% +$1.4K ﹤0.01% 561
2013
Q4 		$4K Buy
+86
New +$3.66K ﹤0.01% 716

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

Waverly Advisors's SUI Position: Q4 2014 in Review

Waverly Advisors sold out of Sun Communities (SUI) in Q4 2014, closing a stake of 117 shares — an estimated $6K sold.

Waverly Advisors first reported a position in SUI in Q4 2013 and held it in 4 quarters. The position peaked at $6K in Q3 2014. 178 funds tracked by Wall St. Rank hold SUI as of Q4 2014.

  • Waverly Advisors reported no remaining Sun Communities position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 117 Sun Communities shares in Q4 2014, an estimated $6K.
  • Waverly Advisors first reported a position in Sun Communities in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Sun Communities position peaked at $6K in Q3 2014.
  • 178 funds tracked by Wall St. Rank held Sun Communities as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.