Sun Life Financial’s LPL Financial LPLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-594	Closed	-$49K	–	524
2019 Q3	$49K	Buy	594 +3	+0.5%	+$240	0.01%	289
2019 Q2	$48K	Hold	591	–	–	0.01%	293
2019 Q1	$41K	Buy	591 +3	+0.5%	+$216	0.01%	376
2018 Q4	$36K	Buy	588 +3	+0.5%	+$183	0.01%	448
2018 Q3	$38K	Buy	+585	New	+$38.8K	0.01%	500

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sun Life Financial's LPLA Position: Q4 2019 in Review

Sun Life Financial sold out of LPL Financial (LPLA) in Q4 2019, closing a stake of 594 shares — an estimated $49K sold.

Sun Life Financial first reported a position in LPLA in Q3 2018 and held it in 5 quarters. The position peaked at $49K in Q3 2019. 341 funds tracked by Wall St. Rank hold LPLA as of Q4 2019.

Sun Life Financial reported no remaining LPL Financial position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 594 LPL Financial shares in Q4 2019, an estimated $49K.
Sun Life Financial first reported a position in LPL Financial in Q3 2018 and held it in 5 quarters.
Sun Life Financial's LPL Financial position peaked at $49K in Q3 2019.
341 funds tracked by Wall St. Rank held LPL Financial as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.