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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WFG Advisors's SUI Position: Q2 2017 in Review

WFG Advisors held its Sun Communities (SUI) position steady in Q2 2017 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

WFG Advisors first reported a position in SUI in Q2 2013 and has held it in 17 quarters since. The position peaked at $21K in Q4 2014. 275 funds tracked by Wall St. Rank hold SUI as of Q2 2017.

WFG Advisors held 14 shares of Sun Communities worth $1K as of Q2 2017.
WFG Advisors left its Sun Communities share count unchanged in Q2 2017.
Sun Communities made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1504 holding.
WFG Advisors first reported a position in Sun Communities in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Sun Communities position peaked at $21K in Q4 2014.
275 funds tracked by Wall St. Rank held Sun Communities as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.