SLF
CA

Sun Life Financial’s CA, Inc. CA Stock Holding History

Sun Life Financial’s Portfolio CA Stock Details CA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-860
Closed -$38K – 646
2018
Q3 		$38K Buy
860
+13
+2% +$560 0.01% 505
2018
Q2 		$30K Buy
847
+799
+1,665% +$28.2K ﹤0.01% 537
2018
Q1 		$1.43K Sell
48
-639
-93% -$22.2K 0.01% 261
2017
Q4 		$23K Sell
687
-1,639
-70% -$54.4K ﹤0.01% 414
2017
Q3 		$78K Sell
2,326
-4,374
-65% -$145K 0.01% 397
2017
Q2 		$231K Buy
6,700
+6,527
+3,773% +$211K 0.02% 209
2017
Q1 		$5.46K Buy
173
+17
+11% +$547 0.01% 76
2016
Q4 		$4.93K Buy
+156
New +$4.98K 0.06% 46

Other funds holding CA

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Sun Life Financial's CA Position: Q4 2018 in Review

Sun Life Financial sold out of CA, Inc. (CA) in Q4 2018, closing a stake of 860 shares — an estimated $38K sold.

Sun Life Financial first reported a position in CA in Q4 2016 and held it in 8 quarters. The position peaked at $231K in Q2 2017. 3 funds tracked by Wall St. Rank hold CA as of Q4 2018.

  • Sun Life Financial reported no remaining CA, Inc. position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 860 CA, Inc. shares in Q4 2018, an estimated $38K.
  • Sun Life Financial first reported a position in CA, Inc. in Q4 2016 and held it in 8 quarters.
  • Sun Life Financial's CA, Inc. position peaked at $231K in Q2 2017.
  • 3 funds tracked by Wall St. Rank held CA, Inc. as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.