Sun Life Financial’s Shenandoah Telecom SHEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,412	Closed	-$172K	–	560
2019 Q3	$172K	Sell	5,412 -692	-11%	-$24.3K	0.04%	197
2019 Q2	$235K	Hold	6,104	–	–	0.06%	164
2019 Q1	$271K	Buy	6,104 +33	+0.5%	+$1.55K	0.06%	165
2018 Q4	$269K	Buy	6,071 +31	+0.5%	+$1.32K	0.06%	157
2018 Q3	$234K	Buy	+6,040	New	+$215K	0.04%	209

Other funds holding SHEN

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

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

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sun Life Financial sold out of Shenandoah Telecom (SHEN) in Q4 2019, closing a stake of 5,412 shares — an estimated $172K sold.

Sun Life Financial first reported a position in SHEN in Q3 2018 and held it in 5 quarters. The position peaked at $271K in Q1 2019. 150 funds tracked by Wall St. Rank hold SHEN as of Q4 2019.

Sun Life Financial reported no remaining Shenandoah Telecom position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 5,412 Shenandoah Telecom shares in Q4 2019, an estimated $172K.
Sun Life Financial first reported a position in Shenandoah Telecom in Q3 2018 and held it in 5 quarters.
Sun Life Financial's Shenandoah Telecom position peaked at $271K in Q1 2019.
150 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q4 2019.

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