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WFG Advisors’s Sun Communities SUI Stock Holding History

WFG 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
2017
Q2 		$1K Hold
14
– – ﹤0.01% 1504
2017
Q1 		$1K Hold
14
– – ﹤0.01% 1432
2016
Q4 		$1K Hold
14
– – ﹤0.01% 1507
2016
Q3 		$1K Hold
14
– – ﹤0.01% 1501
2016
Q2 		$1K Hold
14
– – ﹤0.01% 1490
2016
Q1 		$1K Hold
14
– – ﹤0.01% 1453
2015
Q4 		$1K Hold
14
– – ﹤0.01% 1490
2015
Q3 		$1K Hold
14
– – ﹤0.01% 1523
2015
Q2 		$1K Sell
14
-49
-78% -$3.1K ﹤0.01% 1589
2015
Q1 		$4K Sell
63
-280
-82% -$18.8K ﹤0.01% 1427
2014
Q4 		$21K Buy
343
+1
+0.3% +$57 ﹤0.01% 1213
2014
Q3 		$17K Buy
342
+48
+16% +$2.52K ﹤0.01% 1338
2014
Q2 		$15K Buy
294
+280
+2,000% +$13.2K ﹤0.01% 1371
2014
Q1 		$1K Sell
14
-81
-85% -$3.65K ﹤0.01% 1914
2013
Q4 		$4K Sell
95
-150
-61% -$6.38K ﹤0.01% 1819
2013
Q3 		$10K Buy
245
+150
+158% +$7.08K ﹤0.01% 1529
2013
Q2 		$5K Buy
+95
New +$4.79K ﹤0.01% 1677

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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return