Foresters Investment Management’s Sun Communities SUI Stock Holding History

Foresters Investment 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
2018 Q3	–	Sell	-801	Closed	-$78K	–	412
2018 Q2	$78K	Sell	801 -14,371	-95%	-$1.35M	﹤0.01%	337
2018 Q1	$1.39M	Hold	15,172	–	–	0.02%	325
2017 Q4	$1.41M	Buy	15,172 +4,180	+38%	+$383K	0.02%	338
2017 Q3	$942K	Hold	10,992	–	–	0.02%	340
2017 Q2	$964K	Sell	10,992 -226	-2%	-$19.4K	0.02%	334
2017 Q1	$901K	Hold	11,218	–	–	0.02%	317
2016 Q4	$843K	Sell	11,218 -20	-0.2%	-$1.5K	0.02%	327
2016 Q3	$882K	Buy	11,238 +5,750	+105%	+$446K	0.02%	310
2016 Q2	$421K	Buy	+5,488	New	+$387K	0.01%	330

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

CIMLRA

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Foresters Investment Management's SUI Position: Q3 2018 in Review

Foresters Investment Management sold out of Sun Communities (SUI) in Q3 2018, closing a stake of 801 shares — an estimated $78K sold.

Foresters Investment Management first reported a position in SUI in Q2 2016 and held it in 9 quarters. The position peaked at $1.41M in Q4 2017. 337 funds tracked by Wall St. Rank hold SUI as of Q3 2018.

Foresters Investment Management reported no remaining Sun Communities position as of Q3 2018 after selling out during the quarter.
Foresters Investment Management sold 801 Sun Communities shares in Q3 2018, an estimated $78K.
Foresters Investment Management first reported a position in Sun Communities in Q2 2016 and held it in 9 quarters.
Foresters Investment Management's Sun Communities position peaked at $1.41M in Q4 2017.
337 funds tracked by Wall St. Rank held Sun Communities as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.