Sun Life Financial’s Regional Management Corp RM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-8,803	Closed	-$248K	–	554
2019 Q3	$248K	Buy	8,803 +50	+0.6%	+$1.34K	0.06%	165
2019 Q2	$231K	Hold	8,753	–	–	0.06%	166
2019 Q1	$214K	Buy	8,753 +47	+0.5%	+$1.25K	0.05%	186
2018 Q4	$209K	Buy	8,706 +44	+0.5%	+$1.19K	0.04%	186
2018 Q3	$250K	Buy	8,662 +54	+0.6%	+$1.8K	0.05%	196
2018 Q2	$301K	Buy	+8,608	New	+$301K	0.04%	175

Other funds holding RM

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TCM

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

CCM

Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Sun Life Financial sold out of Regional Management Corp (RM) in Q4 2019, closing a stake of 8,803 shares — an estimated $248K sold.

Sun Life Financial first reported a position in RM in Q2 2018 and held it in 6 quarters. The position peaked at $301K in Q2 2018. 95 funds tracked by Wall St. Rank hold RM as of Q4 2019.

Sun Life Financial reported no remaining Regional Management Corp position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 8,803 Regional Management Corp shares in Q4 2019, an estimated $248K.
Sun Life Financial first reported a position in Regional Management Corp in Q2 2018 and held it in 6 quarters.
Sun Life Financial's Regional Management Corp position peaked at $301K in Q2 2018.
95 funds tracked by Wall St. Rank held Regional Management Corp as of Q4 2019.

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