Sun Life Financial’s RE/MAX Holdings RMAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-7,766	Closed	-$239K	–	623
2018 Q4	$239K	Buy	7,766 +39	+0.5%	+$1.36K	0.05%	168
2018 Q3	$343K	Buy	7,727 +48	+0.6%	+$2.39K	0.06%	167
2018 Q2	$403K	Buy	+7,679	New	+$422K	0.06%	145

Other funds holding RMAX

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Sun Life Financial sold out of RE/MAX Holdings (RMAX) in Q1 2019, closing a stake of 7,766 shares — an estimated $239K sold.

Sun Life Financial first reported a position in RMAX in Q2 2018 and held it in 3 quarters. The position peaked at $403K in Q2 2018. 161 funds tracked by Wall St. Rank hold RMAX as of Q1 2019.

Sun Life Financial reported no remaining RE/MAX Holdings position as of Q1 2019 after selling out during the quarter.
Sun Life Financial sold 7,766 RE/MAX Holdings shares in Q1 2019, an estimated $239K.
Sun Life Financial first reported a position in RE/MAX Holdings in Q2 2018 and held it in 3 quarters.
Sun Life Financial's RE/MAX Holdings position peaked at $403K in Q2 2018.
161 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q1 2019.

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