SLF
MRC

Sun Life Financial’s MRC Global MRC Stock Holding History

Sun Life Financial’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-32,772
Closed -$398K – 531
2019
Q3 		$398K Buy
32,772
+1,466
+5% +$20.7K 0.1% 120
2019
Q2 		$536K Buy
31,306
+17,088
+120% +$287K 0.13% 88
2019
Q1 		$249K Buy
14,218
+5,791
+69% +$94.4K 0.06% 171
2018
Q4 		$103K Buy
+8,427
New +$133K 0.02% 289

Other funds holding MRC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sun Life Financial sold out of MRC Global (MRC) in Q4 2019, closing a stake of 32,772 shares — an estimated $398K sold.

Sun Life Financial first reported a position in MRC in Q4 2018 and held it in 4 quarters. The position peaked at $536K in Q2 2019. 168 funds tracked by Wall St. Rank hold MRC as of Q4 2019.

  • Sun Life Financial reported no remaining MRC Global position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 32,772 MRC Global shares in Q4 2019, an estimated $398K.
  • Sun Life Financial first reported a position in MRC Global in Q4 2018 and held it in 4 quarters.
  • Sun Life Financial's MRC Global position peaked at $536K in Q2 2019.
  • 168 funds tracked by Wall St. Rank held MRC Global as of Q4 2019.

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