FineMark National Bank & Trust’s Sun Communities SUI Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-200	Closed	-$15K	–	922
2016 Q4	$15K	Hold	200	–	–	﹤0.01%	876
2016 Q3	$16K	Hold	200	–	–	﹤0.01%	848
2016 Q2	$15K	Hold	200	–	–	﹤0.01%	876
2016 Q1	$14K	Hold	200	–	–	﹤0.01%	839
2015 Q4	$14K	Hold	200	–	–	﹤0.01%	881
2015 Q3	$14K	Buy	+200	New	+$13.3K	﹤0.01%	922

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

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

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

CIMLRA

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FineMark National Bank & Trust's SUI Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Sun Communities (SUI) in Q1 2017, closing a stake of 200 shares — an estimated $15K sold.

FineMark National Bank & Trust first reported a position in SUI in Q3 2015 and held it in 6 quarters. The position peaked at $16K in Q3 2016. 266 funds tracked by Wall St. Rank hold SUI as of Q1 2017.

FineMark National Bank & Trust reported no remaining Sun Communities position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 200 Sun Communities shares in Q1 2017, an estimated $15K.
FineMark National Bank & Trust first reported a position in Sun Communities in Q3 2015 and held it in 6 quarters.
FineMark National Bank & Trust's Sun Communities position peaked at $16K in Q3 2016.
266 funds tracked by Wall St. Rank held Sun Communities as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.