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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return