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Sun Life Financial’s Stagwell STGW Stock Holding History

Sun Life Financial’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,378
Closed -$22K – 625
2018
Q4 		$22K Buy
8,378
+42
+0.5% +$120 ﹤0.01% 551
2018
Q3 		$35K Buy
8,336
+52
+0.6% +$254 0.01% 517
2018
Q2 		$38K Buy
+8,284
New +$48.3K 0.01% 483

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCG
FrontFour Capital Group Greenwich, Connecticut $26.5M AUM 17.69% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCC
Bain Capital Credit Boston, Massachusetts $303M AUM 15.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sun Life Financial sold out of Stagwell (STGW) in Q1 2019, closing a stake of 8,378 shares — an estimated $22K sold.

Sun Life Financial first reported a position in STGW in Q2 2018 and held it in 3 quarters. The position peaked at $38K in Q2 2018. 94 funds tracked by Wall St. Rank hold STGW as of Q1 2019.

  • Sun Life Financial reported no remaining Stagwell position as of Q1 2019 after selling out during the quarter.
  • Sun Life Financial sold 8,378 Stagwell shares in Q1 2019, an estimated $22K.
  • Sun Life Financial first reported a position in Stagwell in Q2 2018 and held it in 3 quarters.
  • Sun Life Financial's Stagwell position peaked at $38K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held Stagwell as of Q1 2019.

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