Sun Life Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,000	Closed	-$225K	–	547
2019 Q3	$225K	Hold	6,000	–	–	0.06%	170
2019 Q2	$221K	Hold	6,000	–	–	0.06%	170
2019 Q1	$219K	Hold	6,000	–	–	0.05%	185
2018 Q4	$205K	Hold	6,000	–	–	0.04%	193
2018 Q3	$223K	Hold	6,000	–	–	0.04%	216
2018 Q2	$226K	Buy	6,000 +5,775	+2,567%	+$215K	0.03%	203
2018 Q1	$6K	Sell	225 -5,775	-96%	-$217K	0.05%	130
2017 Q4	$228K	Hold	6,000	–	–	0.02%	137
2017 Q3	$233K	Hold	6,000	–	–	0.02%	210
2017 Q2	$235K	Buy	6,000 +5,768	+2,486%	+$224K	0.03%	206
2017 Q1	$6K	Buy	+232	New	+$8.87K	0.01%	72

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sun Life Financial sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2019, closing a stake of 6,000 shares — an estimated $225K sold.

Sun Life Financial first reported a position in PFF in Q1 2017 and held it in 11 quarters. The position peaked at $235K in Q2 2017. 836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

Sun Life Financial reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 6,000 iShares Preferred and Income Securities ETF shares in Q4 2019, an estimated $225K.
Sun Life Financial first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and held it in 11 quarters.
Sun Life Financial's iShares Preferred and Income Securities ETF position peaked at $235K in Q2 2017.
836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

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