Sun Life Financial’s Acuity Brands AYI Stock Holding History

Sun Life Financial’s Portfolio AYI Stock Details AYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-27	Closed	-$192	–	629
2018 Q1	$192	Sell	27 -65	-71%	-$10K	﹤0.01%	478
2017 Q4	$16K	Sell	92 -216	-70%	-$35.9K	﹤0.01%	455
2017 Q3	$53K	Sell	308 -14	-4%	-$2.61K	0.01%	448
2017 Q2	$65K	Buy	322 +317	+6,340%	+$56K	0.01%	418
2017 Q1	$23	Buy	+5	New	+$1.06K	﹤0.01%	545

Other funds holding AYI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sun Life Financial's AYI Position: Q2 2018 in Review

Sun Life Financial sold out of Acuity Brands (AYI) in Q2 2018, closing a stake of 27 shares — an estimated $192 sold.

Sun Life Financial first reported a position in AYI in Q1 2017 and held it in 5 quarters. The position peaked at $65K in Q2 2017. 420 funds tracked by Wall St. Rank hold AYI as of Q2 2018.

Sun Life Financial reported no remaining Acuity Brands position as of Q2 2018 after selling out during the quarter.
Sun Life Financial sold 27 Acuity Brands shares in Q2 2018, an estimated $192.
Sun Life Financial first reported a position in Acuity Brands in Q1 2017 and held it in 5 quarters.
Sun Life Financial's Acuity Brands position peaked at $65K in Q2 2017.
420 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2018.

Based on Sun Life Financial's 13F filing for Q2 2018, filed 9 Aug 2018.