Sun Life Financial’s Baker Hughes BHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-14	Closed	-$229	–	593
2017 Q1	$229	Sell	14 -1	-7%	-$61	﹤0.01%	255
2016 Q4	$227	Buy	+15	New	+$890	﹤0.01%	203

Other funds holding BHI

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sun Life Financial's BHI Position: Q2 2017 in Review

Sun Life Financial sold out of Baker Hughes (BHI) in Q2 2017, closing a stake of 14 shares — an estimated $229 sold.

Sun Life Financial first reported a position in BHI in Q4 2016 and held it in 2 quarters. The position peaked at $229 in Q1 2017. 576 funds tracked by Wall St. Rank hold BHI as of Q2 2017.

Sun Life Financial reported no remaining Baker Hughes position as of Q2 2017 after selling out during the quarter.
Sun Life Financial sold 14 Baker Hughes shares in Q2 2017, an estimated $229.
Sun Life Financial first reported a position in Baker Hughes in Q4 2016 and held it in 2 quarters.
Sun Life Financial's Baker Hughes position peaked at $229 in Q1 2017.
576 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2017.

Based on Sun Life Financial's 13F filing for Q2 2017, filed 14 Aug 2017.