Whitney & Co’s Sun Communities SUI Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-26	Closed	-$3K	–	411
2018 Q3	$3K	Buy	+26	New	+$2.6K	﹤0.01%	438

Other funds holding SUI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Whitney & Co's SUI Position: Q4 2018 in Review

Whitney & Co sold out of Sun Communities (SUI) in Q4 2018, closing a stake of 26 shares — an estimated $3K sold.

Whitney & Co first reported a position in SUI in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 353 funds tracked by Wall St. Rank hold SUI as of Q4 2018.

Whitney & Co reported no remaining Sun Communities position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 26 Sun Communities shares in Q4 2018, an estimated $3K.
Whitney & Co first reported a position in Sun Communities in Q3 2018 and held it in 1 quarter.
Whitney & Co's Sun Communities position peaked at $3K in Q3 2018.
353 funds tracked by Wall St. Rank held Sun Communities as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.