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Woodmont Investment Counsel’s Sun Communities SUI Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-30
Closed -$2K – 556
2016
Q3 		$2K Buy
+30
New +$2.33K ﹤0.01% 659

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Woodmont Investment Counsel's SUI Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Sun Communities (SUI) in Q4 2016, closing a stake of 30 shares — an estimated $2K sold.

Woodmont Investment Counsel first reported a position in SUI in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 260 funds tracked by Wall St. Rank hold SUI as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Sun Communities position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 30 Sun Communities shares in Q4 2016, an estimated $2K.
  • Woodmont Investment Counsel first reported a position in Sun Communities in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Sun Communities position peaked at $2K in Q3 2016.
  • 260 funds tracked by Wall St. Rank held Sun Communities as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.