$51.5 Billion is the total value of SUN LIFE FINANCIAL INC's 192 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 64.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $12,716,564,000 | +13583.9% | 294,706 | -86.2% | 24.70% | +94.4% |
| VOO | Sell | VANGUARD INDEX FDS | $10,874,067,000 | +11023.0% | 57,669 | -89.0% | 21.12% | +58.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $6,217,713,000 | +50152.3% | 59,318 | -50.0% | 12.08% | +613.9% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,597,600,000 | +103309.8% | 17,500 | 0.0% | 8.93% | +1369.1% | |
| SPY | Buy | SPDR S&P 500 ETF TRUSTtr unit | $4,037,787,000 | +36058.2% | 1,406,675 | +2468.1% | 7.84% | +413.7% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $3,476,456,000 | +117189.3% | 39,189 | +19.3% | 6.75% | +1567.7% |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $2,381,190,000 | +103340.1% | 34,490 | 0.0% | 4.63% | +1368.6% | |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $2,338,164,000 | +44504.4% | 24,075 | -56.9% | 4.54% | +533.5% |
| IUSG | ISHARES TRcore us grw etf | $1,012,658,000 | +99767.7% | 12,485 | 0.0% | 1.97% | +1315.1% | |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $435,349,000 | +50580.9% | 10,725 | -50.0% | 0.85% | +623.1% |
| VB | VANGUARD INDEX FDSsmall cp etf | $328,896,000 | +100788.3% | 2,950 | 0.0% | 0.64% | +1320.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $239,559,000 | +99302.1% | 4,570 | 0.0% | 0.46% | +1309.1% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $121,631,000 | +10654.3% | 7,132 | -16.7% | 0.24% | +52.3% |
| CCL | New | CARNIVAL CORPpaired ctf | $116,305,000 | – | 2,204 | +100.0% | 0.23% | – |
| WMIH | Sell | WMIH CORP | $115,835,000 | +29987.0% | 49,502 | -66.7% | 0.22% | +324.5% |
| DLTR | New | DOLLAR TREE INC | $107,775,000 | – | 1,307 | +100.0% | 0.21% | – |
| GD | New | GENERAL DYNAMICS CORP | $106,147,000 | – | 808 | +100.0% | 0.21% | – |
| KMX | New | CARMAX INC | $94,024,000 | – | 1,840 | +100.0% | 0.18% | – |
| WFC | New | WELLS FARGO & CO NEW | $93,093,000 | – | 1,925 | +100.0% | 0.18% | – |
| BLK | New | BLACKROCK INC | $91,954,000 | – | 270 | +100.0% | 0.18% | – |
| VNQ | Vanguard REIT Index Fund* vanguard index fds reit etf | $91,011,000 | +5.1% | 1,086,046 | 0.0% | 0.18% | -98.5% | |
| NEU | New | NEWMARKET CORP | $90,744,000 | – | 229 | +100.0% | 0.18% | – |
| ACWX | ISHARES TRmsci acwi ex us | $86,382,000 | +99189.7% | 2,188 | 0.0% | 0.17% | +1300.0% | |
| Y | New | ALLEGHANY CORP DEL | $84,850,000 | – | 171 | +100.0% | 0.16% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW | $81,824,000 | – | 299 | +100.0% | 0.16% | – |
| GE | Sell | GENERAL ELECTRIC CO | $76,216,000 | +4122.5% | 44,854 | -22.6% | 0.15% | -40.1% |
| NSC | New | NORFOLK SOUTHERN CORP | $72,344,000 | – | 869 | +100.0% | 0.14% | – |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $72,701,000 | +4714.6% | 17,221 | -21.5% | 0.14% | -31.9% |
| IWO | ISHARES TRrus 2000 grw etf | $70,283,000 | +94877.0% | 530 | 0.0% | 0.14% | +1270.0% | |
| EMC | New | E M C CORP MASS | $66,678,000 | – | 2,502 | +100.0% | 0.13% | – |
| CSCO | New | CISCO SYS INC | $63,773,000 | – | 2,240 | +100.0% | 0.12% | – |
| DE | New | DEERE & CO | $63,594,000 | – | 826 | +100.0% | 0.12% | – |
| KO | Sell | COCA COLA CO | $58,969,000 | +6126.9% | 17,416 | -21.0% | 0.12% | -11.5% |
| BAC | New | BANK AMER CORP | $56,405,000 | – | 4,172 | +100.0% | 0.11% | – |
| CVX | Sell | CHEVRON CORP NEW | $56,746,000 | +4179.5% | 11,397 | -22.7% | 0.11% | -39.2% |
| XLK | Sell | Technology Select Sector SPDR* select sector spdr tr technology | $56,067,000 | -2.6% | 1,263,905 | -5.9% | 0.11% | -98.6% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $53,605,000 | +5145.1% | 17,193 | -22.2% | 0.10% | -25.7% |
| FDX | New | FEDEX CORP | $52,233,000 | – | 321 | +100.0% | 0.10% | – |
| EPC | New | EDGEWELL PERS CARE CO | $48,157,000 | – | 598 | +100.0% | 0.09% | – |
| MSFT | New | MICROSOFT CORP | $45,178,000 | – | 818 | +100.0% | 0.09% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $45,284,000 | – | 299 | +100.0% | 0.09% | – |
| PFE | Sell | PFIZER INC | $44,966,000 | +3413.0% | 30,581 | -22.9% | 0.09% | -50.3% |
| XLY | Sell | Consumer Discretionary SPDR* select sector spdr tr sbi cons discr | $37,716,000 | +1.1% | 477,112 | -0.0% | 0.07% | -98.6% |
| MOS | Sell | Mosaic Holdings Inc | $37,200,000 | +5460.5% | 19,153 | -21.0% | 0.07% | -21.7% |
| QQQ | New | POWERSHARES QQQ TRUST SERIES 1msci eafe index | $36,882,000 | – | 337,750 | +100.0% | 0.07% | – |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $37,096,000 | +100159.5% | 370 | 0.0% | 0.07% | +1340.0% | |
| XLV | Sell | Health Care Select Sector SPDR* select sector spdr tr sbi healthcare | $36,735,000 | -6.6% | 541,972 | -0.8% | 0.07% | -98.7% |
| XLF | Buy | Financial Select Sector SPDR* select sector spdr tr sbi int-finl | $33,883,000 | +5.3% | 1,505,220 | +11.2% | 0.07% | -98.5% |
| IVV | IShares Tr* ishares tr core s&p500 etf | $32,125,000 | +0.9% | 155,454 | 0.0% | 0.06% | -98.6% | |
| KYN | Kayne Anderson MLP Investment | $27,254,000 | +0.5% | 1,040,000 | 0.0% | 0.05% | -98.6% | |
| XLP | Buy | Consumer Staples Sector SPDR* select sector spdr tr sbi cons stpls | $22,563,000 | +12.5% | 425,325 | +7.1% | 0.04% | -98.4% |
| EFA | New | ISHARES MSCI EAFE INDEX FUNDmsci eafe index | $19,830,000 | – | 347,100 | +100.0% | 0.04% | – |
| XLI | Buy | Industrial Select Sect SPDR* select sector spdr tr sbi int-inds | $20,249,000 | +9.0% | 365,051 | +4.1% | 0.04% | -98.5% |
| XLE | Buy | Energy Select Sector SPDR Fund* select sector spdr tr sbi int-energy | $13,291,000 | +9.4% | 214,655 | +7.0% | 0.03% | -98.4% |
| XLU | Sell | Utilities Select Sector SPDR* select sector spdr tr sbi int-utils | $10,498,000 | +14.2% | 211,564 | -0.4% | 0.02% | -98.4% |
| NTRSP | New | Northern Trust Corppfd | $7,951,000 | – | 295,020 | +100.0% | 0.02% | – |
| New | General Electric Copfd | $7,275,000 | – | 7,063,000 | +100.0% | 0.01% | – | |
| KYE | Sell | Kayne Anderson ETR Fund Inc | $6,839,000 | -20.3% | 266,666 | -20.0% | 0.01% | -98.9% |
| EWJ | New | ISHARES MSCI JAPAN ETFmsci japan index | $6,104,000 | – | 535,006 | +100.0% | 0.01% | – |
| XLB | Buy | Materials Select Sector SPDR* select sector spdr tr sbi materials | $5,413,000 | +9.9% | 120,795 | +6.5% | 0.01% | -98.4% |
| IEFA | Ishares Core MSCI EAFE ETF* ishares tr core msci eafe | $5,424,000 | -2.3% | 102,075 | 0.0% | 0.01% | -98.6% | |
| New | Maxwell Healthpfd | $5,000,000 | – | 928,160 | +100.0% | 0.01% | – | |
| NRO | Neuberger Berman Real Estate | $5,075,000 | +0.1% | 200 | 0.0% | 0.01% | -98.6% | |
| New | PNC Financial Services Grouppfd | $4,676,000 | – | 4,275,000 | +100.0% | 0.01% | – | |
| EWU | Buy | ISHARES MSCI UNITED KINGDOM INDEX FUNDmsci utd kngdm | $4,612,000 | +64.1% | 294,100 | +68.9% | 0.01% | -97.7% |
| New | JP Morgan Chase & Copfd | $4,392,000 | – | 4,000,000 | +100.0% | 0.01% | – | |
| CEM | Sell | Clearbridge Energy MLP Fund | $4,155,000 | -72.2% | 41 | -72.7% | 0.01% | -99.6% |
| IYZ | Buy | Ishares Dow Jones US Telecom | $4,374,000 | +17.5% | 142,326 | +10.1% | 0.01% | -98.4% |
| Buy | Wachovia Capital Trust III | $3,456,000 | +258.9% | 3,500,000 | +250.0% | 0.01% | -94.7% | |
| VTRB | New | Ventas Realty LPpfd | $3,590,000 | – | 136,675 | +100.0% | 0.01% | – |
| New | American Express Copfd | $3,407,000 | – | 3,600,000 | +100.0% | 0.01% | – | |
| New | JP Morgan Chase & Copfd | $3,500,000 | – | 3,500,000 | +100.0% | 0.01% | – | |
| USBPRM | New | US Bancorppfd | $3,159,000 | – | 107,347 | +100.0% | 0.01% | – |
| KEYPRG | New | Keycorppfd | $3,231,000 | – | 25,000 | +100.0% | 0.01% | – |
| SCEPRFCL | New | SCE Trust Ipfd | $2,423,000 | – | 95,000 | +100.0% | 0.01% | – |
| New | Bank of New York Mellon Corppfd | $2,497,000 | – | 2,500,000 | +100.0% | 0.01% | – | |
| EWQ | New | ISHARES MSCI FRANCE ETFmsci france index | $2,493,000 | – | 103,100 | +100.0% | 0.01% | – |
| BCBAY | Barclays Bank PLC | $2,007,000 | -4.5% | 1,940,000 | 0.0% | 0.00% | -98.6% | |
| EQCOCL | New | Equity Commonwealthpfd | $2,100,000 | – | 83,929 | +100.0% | 0.00% | – |
| GOOG | Sell | Alphabet Incclass c | $2,201,000 | -28.0% | 2,955 | -26.7% | 0.00% | -99.0% |
| AAPL | Sell | Apple Inc | $2,018,000 | -24.0% | 18,517 | -26.7% | 0.00% | -98.9% |
| GOOGL | Sell | Alphabet Incclass a | $2,021,000 | -28.1% | 2,649 | -26.6% | 0.00% | -99.0% |
| AIG | Sell | American International Group | $1,347,000 | -36.0% | 24,914 | -26.7% | 0.00% | -99.0% |
| GEK | New | General Electric Copfd | $1,548,000 | – | 59,200 | +100.0% | 0.00% | – |
| FITBI | New | Fifth Third Bancorppfd | $1,762,000 | – | 60,600 | +100.0% | 0.00% | – |
| STTPRD | New | State Street Corppfd | $1,365,000 | – | 50,000 | +100.0% | 0.00% | – |
| XOM | Sell | Exxon Mobil Corp | $1,458,000 | -21.3% | 17,440 | -26.7% | 0.00% | -98.8% |
| New | NBC Universal Enterprise Incpfd | $1,545,000 | – | 1,500,000 | +100.0% | 0.00% | – | |
| CRM | Sell | Salesforce Com Inc | $1,525,000 | -31.0% | 20,662 | -26.7% | 0.00% | -99.0% |
| BSX | Sell | Boston Scientific Corp | $1,680,000 | -25.2% | 89,326 | -26.7% | 0.00% | -99.0% |
| New | LQD Ishares Iboxxishares iboxx $ investment grade corporate bond etf | $1,648,000 | – | 13,870 | +100.0% | 0.00% | – | |
| Lloyds Banking Group PLC | $1,573,000 | -3.8% | 1,460,000 | 0.0% | 0.00% | -98.7% | ||
| GT | Sell | Goodyear Tire & Rubber Co | $1,438,000 | -26.0% | 43,615 | -26.7% | 0.00% | -98.9% |
| IP | Sell | International Paper Co | $1,451,000 | -20.1% | 35,351 | -26.7% | 0.00% | -98.8% |
| HON | Sell | Honeywell International Inc | $1,207,000 | -20.6% | 10,769 | -26.7% | 0.00% | -99.0% |
| AMGN | Sell | Amgen Inc | $1,130,000 | -32.3% | 7,536 | -26.6% | 0.00% | -99.1% |
| BXLT | Baxalta Inc | $916,000 | +3.6% | 22,662 | 0.0% | 0.00% | -98.3% | |
| BA | Sell | Boeing Co | $799,000 | -35.7% | 6,298 | -26.7% | 0.00% | -98.8% |
| CVS | Sell | CVS Health Corp | $1,226,000 | -22.2% | 11,816 | -26.7% | 0.00% | -99.1% |
| DHI | Sell | DR Horton Inc | $986,000 | -30.8% | 32,604 | -26.7% | 0.00% | -99.0% |
| ALLYPRA | New | GMAC Capital Trust Ipfd | $1,226,000 | – | 50,000 | +100.0% | 0.00% | – |
| GS | Sell | Goldman Sachs Group Inc | $800,000 | -36.2% | 5,098 | -26.6% | 0.00% | -98.8% |
| EWW | New | ISHARES MSCI MEXICO CAPPED ETFmsci mexico | $981,000 | – | 18,275 | +100.0% | 0.00% | – |
| New | JP Morgan Chase & Copfd | $1,097,000 | – | 1,090,000 | +100.0% | 0.00% | – | |
| KMB | Sell | Kimberly-Clark Corp | $830,000 | -22.5% | 6,174 | -26.6% | 0.00% | -98.6% |
| LLY | Sell | Eli Lilly & Co | $829,000 | -37.3% | 11,518 | -26.7% | 0.00% | -98.9% |
| LMT | Sell | Lockheed Martin Corp | $1,124,000 | -25.2% | 5,073 | -26.7% | 0.00% | -99.0% |
| MSPRE | New | Morgan Stanleypfd | $854,000 | – | 30,000 | +100.0% | 0.00% | – |
| PNC | Sell | PNC Financial Services Group | $911,000 | -34.9% | 10,772 | -26.7% | 0.00% | -99.0% |
| PEP | Sell | Pepsico Inc | $793,000 | -24.8% | 7,734 | -26.7% | 0.00% | -98.6% |
| PG | Sell | Procter & Gamble Co | $962,000 | -24.0% | 11,688 | -26.7% | 0.00% | -98.8% |
| PSAPRW | New | Public Storagepfd | $973,000 | – | 38,035 | +100.0% | 0.00% | – |
| RTN | Sell | Raytheon Co | $1,038,000 | -27.8% | 8,461 | -26.7% | 0.00% | -99.0% |
| SCHW | Sell | Charles Schwab Corp | $925,000 | -37.6% | 33,010 | -26.7% | 0.00% | -99.0% |
| New | Southern California Edison Copfd | $994,000 | – | 905,000 | +100.0% | 0.00% | – | |
| MMM | Sell | 3M CO | $950,000 | -18.9% | 5,704 | -26.7% | 0.00% | -98.8% |
| TRV | Sell | Travelers Cos Inc | $933,000 | -24.1% | 7,990 | -26.7% | 0.00% | -98.8% |
| USB | Sell | US Bancorp | $813,000 | -30.3% | 20,035 | -26.7% | 0.00% | -98.7% |
| UTX | Sell | United Technologies Corp | $789,000 | -23.5% | 7,880 | -26.7% | 0.00% | -98.6% |
| VLO | Sell | Valero Energy Corp | $1,207,000 | -33.5% | 18,821 | -26.7% | 0.00% | -99.2% |
| LM | Sell | Legg Mason Inc | $663,000 | -35.2% | 19,125 | -26.7% | 0.00% | -99.3% |
| EWG | New | ISHARES MSCI GERMANY ETFmsci germany index | $484,000 | – | 18,800 | +100.0% | 0.00% | – |
| EMR | Sell | Emerson Electric Co | $562,000 | -16.5% | 10,326 | -26.7% | 0.00% | -98.9% |
| New | USB Capital IXpfd | $370,000 | – | 500,000 | +100.0% | 0.00% | – | |
| CTAPRB | New | EI Dupont de Nemour and Copfd | $707,000 | – | 7,000 | +100.0% | 0.00% | – |
| DIS | Sell | Walt Disney Co | $707,000 | -30.7% | 7,118 | -26.6% | 0.00% | -99.3% |
| COP | Sell | ConocoPhillips | $299,000 | -36.8% | 7,426 | -26.7% | 0.00% | -98.5% |
| New | Citigroup Incpfd | $479,000 | – | 500,000 | +100.0% | 0.00% | – | |
| LUMN | Sell | Centurylink Inc | $385,000 | -7.0% | 12,060 | -26.7% | 0.00% | -98.2% |
| BAX | Sell | Baxter International Inc | $332,000 | -21.1% | 8,091 | -26.7% | 0.00% | -98.3% |
| BACPRL | New | Bank of America Corppfd | $478,000 | – | 420 | +100.0% | 0.00% | – |
| BBT | Sell | BB&T Corp | $512,000 | -35.4% | 15,376 | -26.7% | 0.00% | -99.1% |
| ADM | Sell | Archer Daniels Midland Co | $737,000 | -27.5% | 20,310 | -26.7% | 0.00% | -99.3% |
| New | Alabama Power Copfd | $538,000 | – | 20,000 | +100.0% | 0.00% | – | |
| T | Sell | AT&T Inc | $772,000 | -16.5% | 19,707 | -26.7% | 0.00% | -99.2% |
| BG | Sell | Bunge LTD | $558,000 | -39.1% | 9,851 | -26.7% | 0.00% | -99.2% |
| PM | Sell | Philip Morris Intl Inc | $625,000 | -18.1% | 6,366 | -26.7% | 0.00% | -99.0% |
| OXY | Sell | Occidental Petroleum Corp | $395,000 | -25.9% | 5,778 | -26.7% | 0.00% | -98.6% |
| MS | Sell | Morgan Stanley | $469,000 | -42.4% | 18,767 | -26.7% | 0.00% | -99.1% |
| MRK | Sell | Merck & Co Inc | $653,000 | -26.5% | 12,348 | -26.7% | 0.00% | -99.2% |
| New | Mellon CP IVpfd | $371,000 | – | 500,000 | +100.0% | 0.00% | – | |
| AES | Sell | AES Corp | $452,000 | -9.6% | 38,340 | -26.7% | 0.00% | -98.5% |
| HES | Sell | Hess Corp | $420,000 | -20.3% | 7,968 | -26.7% | 0.00% | -98.6% |
| New | Georgia Power Copfd | $454,000 | – | 4,350 | +100.0% | 0.00% | – | |
| New | First Tennessee Bank NApfd | $327,000 | – | 500 | +100.0% | 0.00% | – | |
| STT | Sell | State Street Corp | $674,000 | -35.4% | 11,524 | -26.7% | 0.00% | -99.3% |
| FITB | Sell | Fifth Third Bancorp | $608,000 | -39.1% | 36,452 | -26.7% | 0.00% | -99.3% |
| TGT | Sell | Target Corp | $728,000 | -16.9% | 8,853 | -26.7% | 0.00% | -99.2% |
| HBANP | New | Huntington Bancshares Incpfd | $181,000 | – | 133 | +100.0% | 0.00% | – |
| VRTV | Sell | Veritiv Corp | $25,000 | -24.2% | 676 | -26.6% | 0.00% | -100.0% |
| New | Goldman Sachs Capital Trust IIpfd | $172,000 | – | 240,000 | +100.0% | 0.00% | – | |
| CNLPL | New | Connecticut Light & Powerpfd | $48,000 | – | 902 | +100.0% | 0.00% | – |
| WPX | Exit | WPX ENERGY INC | $0 | – | -33 | -100.0% | 0.00% | – |
| CRC | Sell | California Resources Corp | $3,000 | -57.1% | 2,850 | -9.5% | 0.00% | -100.0% |
| CST | Sell | CST Brands Inc | $80,000 | -28.6% | 2,091 | -26.7% | 0.00% | -100.0% |
| WMB | Exit | WILLIAMS COS INC DEL | $0 | – | -100 | -100.0% | 0.00% | – |
| CCG Commercial Pool II Inc | $24,000 | -29.4% | 1,000 | 0.0% | 0.00% | -100.0% | ||
| MWGCL | New | Morgan Stanley Capital Trt IVpfd | $256,000 | – | 10,000 | +100.0% | 0.00% | – |
| HYH | Sell | Halyard Health Inc | $28,000 | -37.8% | 981 | -26.7% | 0.00% | -100.0% |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -259 | -100.0% | -0.00% | – |
| BPL | Exit | BUCKEYE PARTNERS L Punit ltd partn | $0 | – | -800 | -100.0% | -0.01% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -2,400 | -100.0% | -0.01% | – |
| ETP | Exit | ENERGY TRANSFER PRTNRS L Punit ltd partn | $0 | – | -2,200 | -100.0% | -0.01% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -1,833 | -100.0% | -0.02% | – |
| VIOO | Exit | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $0 | – | -4,951 | -100.0% | -0.07% | – |
| SHY | Exit | ISHARES TR1-3 yr tr bd etf | $0 | – | -10,000 | -100.0% | -0.12% | – |
| LQD | Exit | LQD Ishares Iboxxiboxx inv cp etf | $0 | – | -28,711 | -100.0% | -0.45% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Sun Life Institutional Investments (U.S.) LLC #1
- Sun Life Assurance Company of Canada #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 41 | Q3 2023 | 57.5% |
| IShares Tr | 41 | Q3 2023 | 9.5% |
| ISHARES MSCI FRANCE INDEX FUND | 40 | Q3 2023 | 1.1% |
| HONEYWELL INTERNATIONAL INC | 40 | Q1 2023 | 0.8% |
| BOSTON SCIENTIFIC CORPORATION | 40 | Q1 2023 | 1.8% |
| 3M CO | 40 | Q1 2023 | 0.6% |
| WALT DISNEY CO | 40 | Q1 2023 | 0.4% |
| GOLDMAN SACHS GROUP INC | 40 | Q1 2023 | 0.7% |
| CHARLES SCHWAB CORP | 40 | Q1 2023 | 0.6% |
| ISHARES MSCI MEXICO INVESTABLE MARKET INDEX FUND | 40 | Q3 2023 | 0.3% |
View SUN LIFE FINANCIAL INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CALAMOS STRATEGIC TOTAL RETURN FUND | February 28, 2023 | 720,000 | 5.6% |
| Silicon Graphics International CorpSold out | February 12, 2015 | 0 | 0.0% |
| MRV COMMUNICATIONS INC | November 15, 2013 | 6,027,990 | 3.8% |
| BOOKHAM, INC. | July 18, 2008 | 6,686,219 | 6.7% |
| MRV COMMUNICATIONS INC | July 18, 2008 | 9,325,516 | 5.9% |
| OPNEXT INC | July 18, 2008 | 3,241,838 | 5.0% |
| Rackable Systems, Inc. | July 18, 2008 | 2,192,981 | 7.4% |
View SUN LIFE FINANCIAL INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 6-K | 2024-05-15 |
| 6-K | 2024-05-14 |
| 6-K | 2024-05-10 |
| 6-K | 2024-05-10 |
| 6-K | 2024-05-10 |
| 6-K | 2024-05-10 |
| 13F-HR | 2024-05-07 |
| 6-K | 2024-03-27 |
| 6-K | 2024-03-26 |
| 6-K | 2024-03-25 |
View SUN LIFE FINANCIAL INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (20-F)
- Quarterly reports (6-K)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.