SLF
CMA

Sun Life Financial’s Comerica CMA Stock Holding History

Sun Life Financial’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-82
Closed -$6K – 159
2021
Q1 		$6K Sell
82
-1
-1% -$65 ﹤0.01% 470
2020
Q4 		$5K Buy
83
+1
+1% +$49 ﹤0.01% 459
2020
Q3 		$3K Sell
82
-9,962
-99% -$383K ﹤0.01% 483
2020
Q2 		$383K Buy
10,044
+22
+0.2% +$767 0.07% 97
2020
Q1 		$294K Buy
10,022
+2,416
+32% +$131K 0.07% 93
2019
Q4 		$546K Sell
7,606
-4,303
-36% -$295K 0.15% 81
2019
Q3 		$786K Buy
11,909
+11,781
+9,204% +$780K 0.2% 76
2019
Q2 		$9K Sell
128
-144
-53% -$10.7K ﹤0.01% 514
2019
Q1 		$20K Sell
272
-176
-39% -$14.1K ﹤0.01% 505
2018
Q4 		$31K Sell
448
-27
-6% -$2.15K 0.01% 483
2018
Q3 		$43K Buy
475
+10
+2% +$954 0.01% 467
2018
Q2 		$42K Buy
465
+389
+512% +$37.3K 0.01% 457
2018
Q1 		$791 Sell
76
-308
-80% -$29.4K 0.01% 349
2017
Q4 		$33K Sell
384
-911
-70% -$73.3K ﹤0.01% 334
2017
Q3 		$99K Sell
1,295
-2
-0.2% -$143 0.01% 339
2017
Q2 		$95K Buy
1,297
+1,290
+18,429% +$90.5K 0.01% 350
2017
Q1 		$95 Buy
7
+1
+17% +$70 ﹤0.01% 405
2016
Q4 		$93 Buy
+6
New +$352 ﹤0.01% 366

Other funds holding CMA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sun Life Financial's CMA Position: Q2 2021 in Review

Sun Life Financial sold out of Comerica (CMA) in Q2 2021, closing a stake of 82 shares — an estimated $6K sold.

Sun Life Financial first reported a position in CMA in Q4 2016 and held it in 18 quarters. The position peaked at $786K in Q3 2019. 519 funds tracked by Wall St. Rank hold CMA as of Q2 2021.

  • Sun Life Financial reported no remaining Comerica position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 82 Comerica shares in Q2 2021, an estimated $6K.
  • Sun Life Financial first reported a position in Comerica in Q4 2016 and held it in 18 quarters.
  • Sun Life Financial's Comerica position peaked at $786K in Q3 2019.
  • 519 funds tracked by Wall St. Rank held Comerica as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.