SLF
GMS

Sun Life Financial’s GMS Inc GMS Stock Holding History

Sun Life Financial’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,769
Closed -$27K – 616
2019
Q1 		$27K Buy
1,769
+10
+0.6% +$181 0.01% 445
2018
Q4 		$26K Buy
1,759
+9
+0.5% +$158 0.01% 526
2018
Q3 		$41K Buy
1,750
+11
+0.6% +$279 0.01% 476
2018
Q2 		$47K Buy
+1,739
New +$52.8K 0.01% 441

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Sun Life Financial's GMS Position: Q2 2019 in Review

Sun Life Financial sold out of GMS Inc (GMS) in Q2 2019, closing a stake of 1,769 shares — an estimated $27K sold.

Sun Life Financial first reported a position in GMS in Q2 2018 and held it in 4 quarters. The position peaked at $47K in Q2 2018. 153 funds tracked by Wall St. Rank hold GMS as of Q2 2019.

  • Sun Life Financial reported no remaining GMS Inc position as of Q2 2019 after selling out during the quarter.
  • Sun Life Financial sold 1,769 GMS Inc shares in Q2 2019, an estimated $27K.
  • Sun Life Financial first reported a position in GMS Inc in Q2 2018 and held it in 4 quarters.
  • Sun Life Financial's GMS Inc position peaked at $47K in Q2 2018.
  • 153 funds tracked by Wall St. Rank held GMS Inc as of Q2 2019.

Based on Sun Life Financial's 13F filing for Q2 2019, filed 8 Aug 2019.