Sun Life Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-45,728	Closed	-$2.2M	–	517
2017 Q2	$2.2M	Buy	45,728 +43,607	+2,056%	+$2.08M	0.24%	36
2017 Q1	$45.7K	Buy	+2,121	New	+$96K	0.1%	41
2016 Q4	–	Sell	-37,831	Closed	-$1.61M	–	507
2016 Q3	$1.61M	Buy	37,831 +11,665	+45%	+$495K	0.2%	28
2016 Q2	$1.07M	Buy	26,166 +1,196	+5%	+$48.6K	0.13%	47
2016 Q1	$1.01M	Hold	24,970	–	–	1.97%	9
2015 Q4	$1.01M	Buy	+24,970	New	+$1.02M	0.14%	68

Other funds holding IUSG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sun Life Financial's IUSG Position: Q3 2017 in Review

Sun Life Financial sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2017, closing a stake of 45,728 shares — an estimated $2.2M sold.

Sun Life Financial first reported a position in IUSG in Q4 2015 and held it in 6 quarters. The position peaked at $2.2M in Q2 2017. 146 funds tracked by Wall St. Rank hold IUSG as of Q3 2017.

Sun Life Financial reported no remaining iShares Core S&P US Growth ETF position as of Q3 2017 after selling out during the quarter.
Sun Life Financial sold 45,728 iShares Core S&P US Growth ETF shares in Q3 2017, an estimated $2.2M.
Sun Life Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2015 and held it in 6 quarters.
Sun Life Financial's iShares Core S&P US Growth ETF position peaked at $2.2M in Q2 2017.
146 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2017.

Based on Sun Life Financial's 13F filing for Q3 2017, filed 13 Nov 2017.