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Wealthspire Advisors (Maryland)’s Sun Communities SUI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-186
Closed -$22K – 1823
2019
Q1 		$22K Hold
186
– – ﹤0.01% 1240
2018
Q4 		$19K Buy
186
+9
+5% +$917 ﹤0.01% 1226
2018
Q3 		$18K Buy
177
+8
+5% +$799 ﹤0.01% 1346
2018
Q2 		$17K Buy
169
+2
+1% +$188 ﹤0.01% 1382
2018
Q1 		$15K Buy
167
+34
+26% +$3K ﹤0.01% 1410
2017
Q4 		$12K Buy
133
+11
+9% +$1.01K ﹤0.01% 1522
2017
Q3 		$10K Buy
122
+6
+5% +$530 ﹤0.01% 1584
2017
Q2 		$10K Buy
116
+5
+5% +$429 ﹤0.01% 1543
2017
Q1 		$9K Buy
111
+26
+31% +$2.07K ﹤0.01% 1378
2016
Q4 		$7K Hold
85
– – ﹤0.01% 1334
2016
Q3 		$7K Hold
85
– – ﹤0.01% 1333
2016
Q2 		$7K Hold
85
– – ﹤0.01% 1279
2016
Q1 		$6K Sell
85
-4
-4% -$270 ﹤0.01% 1308
2015
Q4 		$6K Buy
+89
New +$6K ﹤0.01% 1319

Other funds holding SUI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SUI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Sun Communities (SUI) in Q2 2019, closing a stake of 186 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in SUI in Q4 2015 and held it in 14 quarters. The position peaked at $22K in Q1 2019. 386 funds tracked by Wall St. Rank hold SUI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Sun Communities position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 186 Sun Communities shares in Q2 2019, an estimated $22K.
  • Wealthspire Advisors (Maryland) first reported a position in Sun Communities in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Sun Communities position peaked at $22K in Q1 2019.
  • 386 funds tracked by Wall St. Rank held Sun Communities as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.