B. Riley Wealth Management’s Sun Communities SUI Stock Holding History

B. Riley Wealth Management’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
2015 Q3	–	Sell	-350	Closed	-$21K	–	664
2015 Q2	$21K	Hold	350	–	–	0.02%	597
2015 Q1	$23K	Hold	350	–	–	0.02%	577
2014 Q4	$21K	Hold	350	–	–	0.02%	579
2014 Q3	$17K	Hold	350	–	–	0.01%	654
2014 Q2	$17K	Hold	350	–	–	0.01%	700
2014 Q1	$16K	Buy	+350	New	+$15.8K	0.01%	676

Other funds holding SUI

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CIMLRA

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

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

B. Riley Wealth Management's SUI Position: Q3 2015 in Review

B. Riley Wealth Management sold out of Sun Communities (SUI) in Q3 2015, closing a stake of 350 shares — an estimated $21K sold.

B. Riley Wealth Management first reported a position in SUI in Q1 2014 and held it in 6 quarters. The position peaked at $23K in Q1 2015. 180 funds tracked by Wall St. Rank hold SUI as of Q3 2015.

B. Riley Wealth Management reported no remaining Sun Communities position as of Q3 2015 after selling out during the quarter.
B. Riley Wealth Management sold 350 Sun Communities shares in Q3 2015, an estimated $21K.
B. Riley Wealth Management first reported a position in Sun Communities in Q1 2014 and held it in 6 quarters.
B. Riley Wealth Management's Sun Communities position peaked at $23K in Q1 2015.
180 funds tracked by Wall St. Rank held Sun Communities as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.