$846 Million is the total value of SUN LIFE FINANCIAL INC's 127 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 28.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRUSTtr unit | $276,453,000 | -93.2% | 1,319,400 | -6.2% | 32.66% | +316.4% |
| VNQ | Vanguard REIT Index Fund* vanguard index fds reit etf | $96,300,000 | +5.8% | 1,086,046 | 0.0% | 11.38% | +6327.7% | |
| EFA | Buy | ISHARES MSCI EAFE INDEX FUNDmsci eafe index | $45,083,000 | +127.3% | 807,800 | +132.7% | 5.33% | +13556.4% |
| XLK | Sell | Technology Select Sector SPDR* select sector spdr tr technology | $43,446,000 | -22.5% | 1,001,986 | -20.7% | 5.13% | +4609.2% |
| QQQ | Sell | POWERSHARES QQQ TRUST SERIES 1msci eafe index | $36,085,000 | -2.2% | 335,550 | -0.7% | 4.26% | +5820.8% |
| IVV | IShares Tr* ishares tr core s&p500 etf | $32,754,000 | +2.0% | 155,454 | 0.0% | 3.87% | +6141.9% | |
| XLV | Sell | Health Care Select Sector SPDR* select sector spdr tr sbi healthcare | $31,292,000 | -14.8% | 436,307 | -19.5% | 3.70% | +5107.0% |
| XLF | Sell | Financial Select Sector SPDR* select sector spdr tr sbi int-finl | $30,075,000 | -11.2% | 1,317,327 | -12.5% | 3.55% | +5283.3% |
| XLY | Sell | Consumer Discretionary SPDR* select sector spdr tr sbi cons discr | $28,886,000 | -23.4% | 370,095 | -22.4% | 3.41% | +4575.3% |
| XLP | Sell | Consumer Staples Sector SPDR* select sector spdr tr sbi cons stpls | $20,135,000 | -10.8% | 365,092 | -14.2% | 2.38% | +5306.8% |
| XLI | Sell | Industrial Select Sect SPDR* select sector spdr tr sbi int-inds | $18,935,000 | -6.5% | 338,361 | -7.3% | 2.24% | +5635.9% |
| XLE | Sell | Energy Select Sector SPDR Fund* select sector spdr tr sbi int-energy | $13,391,000 | +0.8% | 196,233 | -8.6% | 1.58% | +5984.6% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $13,160,000 | -99.9% | 307,119 | +4.2% | 1.56% | -93.7% |
| VOO | Buy | VANGUARD INDEX FDS | $11,546,000 | -99.9% | 60,073 | +4.2% | 1.36% | -93.5% |
| XLU | Sell | Utilities Select Sector SPDR* select sector spdr tr sbi int-utils | $9,185,000 | -12.5% | 175,060 | -17.3% | 1.08% | +5325.0% |
| General Electric Copfd | $7,494,000 | +3.0% | 7,063,000 | 0.0% | 0.88% | +6221.4% | ||
| VTI | VANGUARD INDEX FDStotal stk mkt | $6,357,000 | -99.9% | 59,318 | 0.0% | 0.75% | -93.8% | |
| EWJ | Buy | ISHARES MSCI JAPAN ETFmsci japan index | $6,253,000 | +2.4% | 543,706 | +1.6% | 0.74% | +6058.3% |
| NTRSP | Sell | Northern Trust Corppfd | $5,420,000 | -31.8% | 195,020 | -33.9% | 0.64% | +4166.7% |
| IEFA | Ishares Core MSCI EAFE ETF* ishares tr core msci eafe | $5,297,000 | -2.3% | 102,075 | 0.0% | 0.63% | +5590.9% | |
| New | Maxwell Healthpfd | $5,000,000 | – | 928,160 | +100.0% | 0.59% | – | |
| XLB | Sell | Materials Select Sector SPDR* select sector spdr tr sbi materials | $4,867,000 | -10.1% | 105,030 | -13.1% | 0.58% | +5127.3% |
| EWU | Buy | ISHARES MSCI UNITED KINGDOM INDEX FUNDmsci united kingdom | $4,777,000 | +3.6% | 310,750 | +5.7% | 0.56% | +6166.7% |
| PNC Financial Services Grouppfd | $4,772,000 | +2.1% | 4,275,000 | 0.0% | 0.56% | +6166.7% | ||
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,764,000 | -99.9% | 17,500 | 0.0% | 0.56% | -93.7% | |
| JP Morgan Chase & Copfd | $4,405,000 | +0.3% | 4,000,000 | 0.0% | 0.52% | +5677.8% | ||
| IYZ | Sell | Ishares Dow Jones US Telecom | $4,337,000 | -0.8% | 130,237 | -8.5% | 0.51% | +6300.0% |
| JP Morgan Chase & Copfd | $3,570,000 | +2.0% | 3,500,000 | 0.0% | 0.42% | +5928.6% | ||
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $3,499,000 | -99.9% | 38,104 | -2.8% | 0.41% | -93.9% |
| American Express Copfd | $3,487,000 | +2.3% | 3,600,000 | 0.0% | 0.41% | +5785.7% | ||
| Wachovia Capital Trust III | $3,457,000 | +0.0% | 3,500,000 | 0.0% | 0.41% | +5728.6% | ||
| USBPRM | US Bancorppfd | $3,306,000 | +4.7% | 107,347 | 0.0% | 0.39% | +6416.7% | |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $2,923,000 | -99.9% | 40,910 | +18.6% | 0.34% | -92.5% |
| Bank of New York Mellon Corppfd | $2,509,000 | +0.5% | 2,500,000 | 0.0% | 0.30% | +5820.0% | ||
| EWQ | Buy | ISHARES MSCI FRANCE ETFmsci france index | $2,410,000 | -3.3% | 105,400 | +2.2% | 0.28% | +5600.0% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $2,226,000 | -99.9% | 22,195 | -7.8% | 0.26% | -94.2% |
| BCBAY | Barclays Bank PLC | $1,918,000 | -4.4% | 1,940,000 | 0.0% | 0.23% | +5575.0% | |
| GEK | General Electric Copfd | $1,569,000 | +1.4% | 59,200 | 0.0% | 0.18% | +6066.7% | |
| Lloyds Banking Group PLC | $1,562,000 | -0.7% | 1,460,000 | 0.0% | 0.18% | +6066.7% | ||
| NBC Universal Enterprise Incpfd | $1,547,000 | +0.1% | 1,500,000 | 0.0% | 0.18% | +6000.0% | ||
| STTPRD | State Street Corppfd | $1,410,000 | +3.3% | 50,000 | 0.0% | 0.17% | +5466.7% | |
| BSX | Sell | Boston Scientific Corp | $1,289,000 | -23.3% | 55,142 | -38.3% | 0.15% | +4966.7% |
| GOOG | Sell | Alphabet Incclass c | $1,262,000 | -42.7% | 1,824 | -38.3% | 0.15% | +3625.0% |
| GOOGL | Sell | Alphabet Incclass a | $1,150,000 | -43.1% | 1,635 | -38.3% | 0.14% | +3300.0% |
| JP Morgan Chase & Copfd | $1,113,000 | +1.5% | 1,090,000 | 0.0% | 0.13% | +6450.0% | ||
| AAPL | Sell | Apple Inc | $1,093,000 | -45.8% | 11,431 | -38.3% | 0.13% | +3125.0% |
| IUSG | Buy | ISHARES TRcore us grw etf | $1,069,000 | -99.9% | 13,083 | +4.8% | 0.13% | -93.6% |
| CRM | Sell | Salesforce Com Inc | $1,013,000 | -33.6% | 12,755 | -38.3% | 0.12% | +3900.0% |
| XOM | Sell | Exxon Mobil Corp | $1,009,000 | -30.8% | 10,766 | -38.3% | 0.12% | +3866.7% |
| EWW | Buy | ISHARES MSCI MEXICO CAPPED ETFmsci mexico | $952,000 | -3.0% | 18,905 | +3.4% | 0.11% | +5500.0% |
| IP | Sell | International Paper Co | $925,000 | -36.3% | 21,823 | -38.3% | 0.11% | +3533.3% |
| MSPRE | Morgan Stanleypfd | $890,000 | +4.2% | 30,000 | 0.0% | 0.10% | +5150.0% | |
| GE | Sell | General Electric Co | $826,000 | -98.9% | 26,235 | -41.5% | 0.10% | -33.8% |
| AIG | Sell | American International Group | $813,000 | -39.6% | 15,380 | -38.3% | 0.10% | +3100.0% |
| LMT | Sell | Lockheed Martin Corp | $777,000 | -30.9% | 3,132 | -38.3% | 0.09% | +4500.0% |
| HON | Sell | Honeywell International Inc | $773,000 | -36.0% | 6,648 | -38.3% | 0.09% | +4450.0% |
| BMY | Sell | Bristol-Myers Squibb Co | $731,000 | -99.0% | 9,938 | -42.3% | 0.09% | -39.0% |
| AMGN | Sell | Amgen Inc | $708,000 | -37.3% | 4,652 | -38.3% | 0.08% | +4100.0% |
| RTN | Sell | Raytheon Co | $710,000 | -31.6% | 5,223 | -38.3% | 0.08% | +4100.0% |
| CVX | Sell | Chevron Corp | $700,000 | -98.8% | 6,675 | -41.4% | 0.08% | -24.5% |
| CVS | Sell | CVS Health Corp | $698,000 | -43.1% | 7,294 | -38.3% | 0.08% | +4000.0% |
| GT | Sell | Goodyear Tire & Rubber Co | $691,000 | -51.9% | 26,924 | -38.3% | 0.08% | +2633.3% |
| PFE | Sell | Pfizer Inc | $632,000 | -98.6% | 17,960 | -41.3% | 0.08% | -13.8% |
| DHI | Sell | DR Horton Inc | $634,000 | -35.7% | 20,127 | -38.3% | 0.08% | +3650.0% |
| MMM | Sell | 3M CO | $617,000 | -35.1% | 3,521 | -38.3% | 0.07% | +3550.0% |
| PG | Sell | Procter & Gamble Co | $611,000 | -36.5% | 7,215 | -38.3% | 0.07% | +3500.0% |
| VLO | Sell | Valero Energy Corp | $593,000 | -50.9% | 11,619 | -38.3% | 0.07% | +3400.0% |
| TRV | Sell | Travelers Cos Inc | $587,000 | -37.1% | 4,932 | -38.3% | 0.07% | +3350.0% |
| VZ | Sell | Verizon Communications Inc | $559,000 | -99.0% | 10,012 | -41.8% | 0.07% | -36.5% |
| BRKB | Sell | Berkshire Hathaway Incclass b new | $561,000 | -99.5% | 3,877 | -45.6% | 0.07% | -72.0% |
| LLY | Sell | Eli Lilly & Co | $560,000 | -32.4% | 7,110 | -38.3% | 0.07% | +3200.0% |
| ADM | Sell | Archer Daniels Midland Co | $538,000 | -27.0% | 12,538 | -38.3% | 0.06% | +6300.0% |
| PNC | Sell | PNC Financial Services Group | $541,000 | -40.6% | 6,650 | -38.3% | 0.06% | +3100.0% |
| T | Sell | AT&T Inc | $526,000 | -31.9% | 12,165 | -38.3% | 0.06% | +6100.0% |
| KMB | Sell | Kimberly-Clark Corp | $524,000 | -36.9% | 3,811 | -38.3% | 0.06% | +3000.0% |
| SCHW | Sell | Charles Schwab Corp | $516,000 | -44.2% | 20,378 | -38.3% | 0.06% | +2950.0% |
| BA | Sell | Boeing Co | $505,000 | -36.8% | 3,888 | -38.3% | 0.06% | +2900.0% |
| PEP | Sell | Pepsico Inc | $506,000 | -36.2% | 4,774 | -38.3% | 0.06% | +2900.0% |
| BACPRL | Bank of America Corpbank of america corporation 7.25%cnv pfd l | $502,000 | +5.0% | 420 | 0.0% | 0.06% | +5800.0% | |
| USB | Sell | US Bancorp | $499,000 | -38.6% | 12,368 | -38.3% | 0.06% | +2850.0% |
| UTX | Sell | United Technologies Corp | $499,000 | -36.8% | 4,864 | -38.3% | 0.06% | +2850.0% |
| Citigroup Incpfd | $487,000 | +1.7% | 500,000 | 0.0% | 0.06% | +5700.0% | ||
| EWG | Buy | ISHARES MSCI GERMANY ETFmsci germany index | $483,000 | -0.2% | 20,100 | +6.9% | 0.06% | +5600.0% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $468,000 | -99.9% | 11,139 | +3.9% | 0.06% | -93.5% |
| GS | Sell | Goldman Sachs Group Inc | $468,000 | -41.5% | 3,147 | -38.3% | 0.06% | +2650.0% |
| KO | Sell | Coca-Cola Co | $452,000 | -99.2% | 9,976 | -42.7% | 0.05% | -53.9% |
| MRK | Sell | Merck & Co Inc | $439,000 | -32.8% | 7,623 | -38.3% | 0.05% | +5100.0% |
| DIS | Sell | Walt Disney Co | $430,000 | -39.2% | 4,394 | -38.3% | 0.05% | +5000.0% |
| USB Capital IXpfd | $409,000 | +10.5% | 500,000 | 0.0% | 0.05% | +4700.0% | ||
| FITB | Sell | Fifth Third Bancorp | $396,000 | -34.9% | 22,502 | -38.3% | 0.05% | +4600.0% |
| PM | Sell | Philip Morris Intl Inc | $400,000 | -36.0% | 3,930 | -38.3% | 0.05% | +4600.0% |
| SHPG | New | Shire PLC* shire plc sponsored adr | $382,000 | – | 2,073 | +100.0% | 0.04% | – |
| STT | Sell | State Street Corp | $384,000 | -43.0% | 7,114 | -38.3% | 0.04% | +4400.0% |
| TGT | Sell | Target Corp | $382,000 | -47.5% | 5,465 | -38.3% | 0.04% | +4400.0% |
| BG | Sell | Bunge LTD | $360,000 | -35.5% | 6,081 | -38.3% | 0.04% | +4200.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $359,000 | -99.9% | 3,100 | +5.1% | 0.04% | -93.4% |
| LM | Sell | Legg Mason Inc | $348,000 | -47.5% | 11,806 | -38.3% | 0.04% | +4000.0% |
| BBT | Sell | BB&T Corp | $338,000 | -34.0% | 9,492 | -38.3% | 0.04% | +3900.0% |
| EMR | Sell | Emerson Electric Co | $332,000 | -40.9% | 6,374 | -38.3% | 0.04% | +3800.0% |
| MS | Sell | Morgan Stanley | $301,000 | -35.8% | 11,585 | -38.3% | 0.04% | +3500.0% |
| AES | Sell | AES Corp | $295,000 | -34.7% | 23,668 | -38.3% | 0.04% | +3400.0% |
| HES | Sell | Hess Corp | $296,000 | -29.5% | 4,919 | -38.3% | 0.04% | +3400.0% |
| MOS | Sell | Mosaic Holdings Inc | $288,000 | -99.2% | 10,984 | -42.7% | 0.03% | -52.8% |
| OXY | Sell | Occidental Petroleum Corp | $270,000 | -31.6% | 3,567 | -38.3% | 0.03% | +3100.0% |
| MWGCL | Morgan Stanley Capital Trt IVpfd | $255,000 | -0.4% | 10,000 | 0.0% | 0.03% | – | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $240,000 | -99.9% | 4,570 | 0.0% | 0.03% | -94.0% | |
| BAX | Sell | Baxter International Inc | $226,000 | -31.9% | 4,995 | -38.3% | 0.03% | +2600.0% |
| LUMN | Sell | Centurylink Inc | $216,000 | -43.9% | 7,445 | -38.3% | 0.03% | +2500.0% |
| COP | Sell | ConocoPhillips | $200,000 | -33.1% | 4,584 | -38.3% | 0.02% | +2300.0% |
| HBANP | Huntington Bancshares Inchuntington bancshares inc pfd conv ser a | $188,000 | +3.9% | 133 | 0.0% | 0.02% | – | |
| Goldman Sachs Capital Trust IIpfd | $180,000 | +4.7% | 240,000 | 0.0% | 0.02% | – | ||
| WMIH | WMIH CORP | $110,000 | -99.9% | 49,502 | 0.0% | 0.01% | -94.2% | |
| BCSPRACL | New | BARCLAYS BANK PLCsp adr 7.1%pf3 | $103,000 | – | 4,000 | +100.0% | 0.01% | – |
| IWO | ISHARES TRrus 2000 grw etf | $73,000 | -99.9% | 530 | 0.0% | 0.01% | -93.4% | |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $72,000 | -99.9% | 1,837 | -16.0% | 0.01% | -94.6% |
| CST | Sell | CST Brands Inc | $56,000 | -30.0% | 1,291 | -38.3% | 0.01% | – |
| BCSPRDCL | New | BARCLAYS BANK PLCadr pfd sr 5 | $52,000 | – | 2,000 | +100.0% | 0.01% | – |
| CNLPL | Connecticut Light & Powerpfd | $50,000 | +4.2% | 902 | 0.0% | 0.01% | – | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $38,000 | -99.9% | 370 | 0.0% | 0.00% | -94.4% | |
| CCG Commercial Pool II Inc | $14,000 | -41.7% | 1,000 | 0.0% | 0.00% | – | ||
| VRTV | Sell | Veritiv Corp | $16,000 | -36.0% | 417 | -38.3% | 0.00% | – |
| HYH | Sell | Halyard Health Inc | $20,000 | -28.6% | 606 | -38.2% | 0.00% | – |
| CRC | Exit | California Resources Corp | $0 | – | -2,850 | -100.0% | 0.00% | – |
| CRCQQ | New | California Resources Corp | $2,000 | – | 176 | +100.0% | 0.00% | – |
| Exit | Alabama Power Copfd | $0 | – | -20,000 | -100.0% | -0.00% | – | |
| Exit | First Tennessee Bank NApfd | $0 | – | -500 | -100.0% | -0.00% | – | |
| CTAPRB | Exit | EI Dupont de Nemour and Copfd | $0 | – | -7,000 | -100.0% | -0.00% | – |
| Exit | Mellon CP IVpfd | $0 | – | -500,000 | -100.0% | -0.00% | – | |
| Exit | Georgia Power Copfd | $0 | – | -4,350 | -100.0% | -0.00% | – | |
| PSAPRW | Exit | Public Storagepfd | $0 | – | -38,035 | -100.0% | -0.00% | – |
| Exit | Southern California Edison Copfd | $0 | – | -905,000 | -100.0% | -0.00% | – | |
| BXLT | Exit | Baxalta Inc | $0 | – | -22,662 | -100.0% | -0.00% | – |
| ALLYPRA | Exit | GMAC Capital Trust Ipfd | $0 | – | -50,000 | -100.0% | -0.00% | – |
| FITBI | Exit | Fifth Third Bancorppfd | $0 | – | -60,600 | -100.0% | -0.00% | – |
| Exit | LQD Ishares Iboxxishares iboxx $ investment grade corporate bond etf | $0 | – | -13,870 | -100.0% | -0.00% | – | |
| EQCOCL | Exit | Equity Commonwealthpfd | $0 | – | -83,929 | -100.0% | -0.00% | – |
| SCEPRFCL | Exit | SCE Trust Ipfd | $0 | – | -95,000 | -100.0% | -0.01% | – |
| KEYPRG | Exit | Keycorppfd | $0 | – | -25,000 | -100.0% | -0.01% | – |
| VTRB | Exit | Ventas Realty LPpfd | $0 | – | -136,675 | -100.0% | -0.01% | – |
| CEM | Exit | Clearbridge Energy MLP Fund | $0 | – | -41 | -100.0% | -0.01% | – |
| Exit | Maxwell Healthpfd | $0 | – | -928,160 | -100.0% | -0.01% | – | |
| NRO | Exit | Neuberger Berman Real Estate | $0 | – | -200 | -100.0% | -0.01% | – |
| KYE | Exit | Kayne Anderson ETR Fund Inc | $0 | – | -266,666 | -100.0% | -0.01% | – |
| KYN | Exit | Kayne Anderson MLP Investment | $0 | – | -1,040,000 | -100.0% | -0.05% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -818 | -100.0% | -0.09% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -299 | -100.0% | -0.09% | – |
| EPC | Exit | EDGEWELL PERS CARE CO | $0 | – | -598 | -100.0% | -0.09% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -321 | -100.0% | -0.10% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -4,172 | -100.0% | -0.11% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -2,240 | -100.0% | -0.12% | – |
| DE | Exit | DEERE & CO | $0 | – | -826 | -100.0% | -0.12% | – |
| EMC | Exit | E M C CORP MASS | $0 | – | -2,502 | -100.0% | -0.13% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -869 | -100.0% | -0.14% | – |
| ORLY | Exit | O REILLY AUTOMOTIVE INC NEW | $0 | – | -299 | -100.0% | -0.16% | – |
| Y | Exit | ALLEGHANY CORP DEL | $0 | – | -171 | -100.0% | -0.16% | – |
| NEU | Exit | NEWMARKET CORP | $0 | – | -229 | -100.0% | -0.18% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -270 | -100.0% | -0.18% | – |
| WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -1,925 | -100.0% | -0.18% | – |
| KMX | Exit | CARMAX INC | $0 | – | -1,840 | -100.0% | -0.18% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -808 | -100.0% | -0.21% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -1,307 | -100.0% | -0.21% | – |
| CCL | Exit | CARNIVAL CORPpaired ctf | $0 | – | -2,204 | -100.0% | -0.23% | – |
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 2016-08-10
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.