Mizuho Trust & Banking’s Sun Communities SUI Stock Holding History

Mizuho Trust & Banking’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	-15,434	Closed	-$1.21M	–	572
2016 Q3	$1.21M	Buy	15,434 +2,921	+23%	+$227K	﹤0.01%	693
2016 Q2	$959K	Buy	12,513 +1,894	+18%	+$134K	﹤0.01%	704
2016 Q1	$760K	Sell	10,619 -285	-3%	-$19.2K	﹤0.01%	703
2015 Q4	$756K	Buy	10,904 +997	+10%	+$67.2K	﹤0.01%	657
2015 Q3	$671K	Sell	9,907 -1,604	-14%	-$107K	﹤0.01%	697
2015 Q2	$712K	Sell	11,511 -511	-4%	-$32.4K	﹤0.01%	714
2015 Q1	$802K	Buy	12,022 +2,276	+23%	+$153K	﹤0.01%	745
2014 Q4	$589K	Sell	9,746 -1,630	-14%	-$92.8K	﹤0.01%	777
2014 Q3	$584K	Buy	+11,376	New	+$597K	﹤0.01%	758
2014 Q1	–	Sell	-10,205	Closed	-$435K	–	799
2013 Q4	$435K	Buy	+10,205	New	+$434K	﹤0.01%	741

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

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

BIT

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

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

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

BFA

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

Mizuho Trust & Banking's SUI Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Sun Communities (SUI) in Q4 2016, closing a stake of 15,434 shares — an estimated $1.21M sold.

Mizuho Trust & Banking first reported a position in SUI in Q4 2013 and held it in 10 quarters. The position peaked at $1.21M in Q3 2016. 260 funds tracked by Wall St. Rank hold SUI as of Q4 2016.

Mizuho Trust & Banking reported no remaining Sun Communities position as of Q4 2016 after selling out during the quarter.
Mizuho Trust & Banking sold 15,434 Sun Communities shares in Q4 2016, an estimated $1.21M.
Mizuho Trust & Banking first reported a position in Sun Communities in Q4 2013 and held it in 10 quarters.
Mizuho Trust & Banking's Sun Communities position peaked at $1.21M in Q3 2016.
260 funds tracked by Wall St. Rank held Sun Communities as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.