Mosaic Family Wealth’s Sun Communities SUI Stock Holding History

Mosaic Family Wealth’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 Q4	–	Sell	-65	Closed	-$6K	–	896
2017 Q3	$6K	Buy	+65	New	+$5.75K	﹤0.01%	673

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIMLRA

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

Mosaic Family Wealth's SUI Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Sun Communities (SUI) in Q4 2017, closing a stake of 65 shares — an estimated $6K sold.

Mosaic Family Wealth first reported a position in SUI in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 287 funds tracked by Wall St. Rank hold SUI as of Q4 2017.

Mosaic Family Wealth reported no remaining Sun Communities position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 65 Sun Communities shares in Q4 2017, an estimated $6K.
Mosaic Family Wealth first reported a position in Sun Communities in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Sun Communities position peaked at $6K in Q3 2017.
287 funds tracked by Wall St. Rank held Sun Communities as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.