Sun Life Financial’s PBF Energy PBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,358	Closed	-$142K	–	620
2018 Q4	$142K	Buy	4,358 +22	+0.5%	+$888	0.03%	241
2018 Q3	$216K	Sell	4,336 -427	-9%	-$20.3K	0.04%	223
2018 Q2	$200K	Buy	+4,763	New	+$199K	0.03%	224

Other funds holding PBF

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sun Life Financial's PBF Position: Q1 2019 in Review

Sun Life Financial sold out of PBF Energy (PBF) in Q1 2019, closing a stake of 4,358 shares — an estimated $142K sold.

Sun Life Financial first reported a position in PBF in Q2 2018 and held it in 3 quarters. The position peaked at $216K in Q3 2018. 318 funds tracked by Wall St. Rank hold PBF as of Q1 2019.

Sun Life Financial reported no remaining PBF Energy position as of Q1 2019 after selling out during the quarter.
Sun Life Financial sold 4,358 PBF Energy shares in Q1 2019, an estimated $142K.
Sun Life Financial first reported a position in PBF Energy in Q2 2018 and held it in 3 quarters.
Sun Life Financial's PBF Energy position peaked at $216K in Q3 2018.
318 funds tracked by Wall St. Rank held PBF Energy as of Q1 2019.

Based on Sun Life Financial's 13F filing for Q1 2019, filed 14 May 2019.