Wealthcare Advisory Partners’s Sun Communities SUI Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-19	Closed	-$3K	–	1707
2021 Q1	$3K	Buy	+19	New	+$2.81K	﹤0.01%	1808
2020 Q2	–	Sell	-311	Closed	-$39K	–	1222
2020 Q1	$39K	Buy	+311	New	+$47K	0.01%	564
2018 Q1	–	Sell	-4	Closed	–	–	1233
2017 Q4	$0	Buy	+4	New	+$367	﹤0.01%	1177

Other funds holding SUI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Wealthcare Advisory Partners's SUI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Sun Communities (SUI) in Q2 2021, closing a stake of 19 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in SUI in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q1 2020. 455 funds tracked by Wall St. Rank hold SUI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Sun Communities position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 19 Sun Communities shares in Q2 2021, an estimated $3K.
Wealthcare Advisory Partners first reported a position in Sun Communities in Q4 2017 and held it in 3 quarters.
Wealthcare Advisory Partners's Sun Communities position peaked at $39K in Q1 2020.
455 funds tracked by Wall St. Rank held Sun Communities as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.