Independent Order of Foresters’s Sun Communities SUI Stock Holding History

Independent Order of Foresters’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 Q2	–	Sell	-11,900	Closed	-$1.09M	–	77
2018 Q1	$1.09M	Hold	11,900	–	–	1%	27
2017 Q4	$1.1M	Buy	11,900 +2,000	+20%	+$183K	0.98%	26
2017 Q3	$848K	Hold	9,900	–	–	0.7%	33
2017 Q2	$868K	Sell	9,900 -1,917	-16%	-$164K	0.72%	34
2017 Q1	$949K	Hold	11,817	–	–	0.81%	33
2016 Q4	$906K	Buy	11,817 +3,060	+35%	+$229K	0.76%	33
2016 Q3	$687K	Buy	8,757 +5,557	+174%	+$431K	0.56%	40
2016 Q2	$245K	Hold	3,200	–	–	0.18%	77
2016 Q1	$229K	Hold	3,200	–	–	0.17%	83
2015 Q4	$219K	Buy	+3,200	New	+$216K	0.17%	79
2014 Q3	–	Sell	-1,340	Closed	-$67K	–	131
2014 Q2	$67K	Hold	1,340	–	–	0.06%	107
2014 Q1	$60K	Hold	1,340	–	–	0.06%	104
2013 Q4	$57K	Hold	1,340	–	–	0.06%	104
2013 Q3	$57K	Hold	1,340	–	–	0.06%	106
2013 Q2	$67K	Buy	+1,340	New	+$67.5K	0.07%	101

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Independent Order of Foresters's SUI Position: Q2 2018 in Review

Independent Order of Foresters sold out of Sun Communities (SUI) in Q2 2018, closing a stake of 11,900 shares — an estimated $1.09M sold.

Independent Order of Foresters first reported a position in SUI in Q2 2013 and held it in 15 quarters. The position peaked at $1.1M in Q4 2017. 322 funds tracked by Wall St. Rank hold SUI as of Q2 2018.

Independent Order of Foresters reported no remaining Sun Communities position as of Q2 2018 after selling out during the quarter.
Independent Order of Foresters sold 11,900 Sun Communities shares in Q2 2018, an estimated $1.09M.
Independent Order of Foresters first reported a position in Sun Communities in Q2 2013 and held it in 15 quarters.
Independent Order of Foresters's Sun Communities position peaked at $1.1M in Q4 2017.
322 funds tracked by Wall St. Rank held Sun Communities as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.