Sun Life Financial’s Southwest Gas SWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-603	Closed	-$55K	–	567
2019 Q3	$55K	Buy	+603	New	+$54.2K	0.01%	282
2018 Q3	–	Sell	-964	Closed	-$74K	–	636
2018 Q2	$74K	Buy	+964	New	+$70.4K	0.01%	368

Other funds holding SWX

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Sun Life Financial sold out of Southwest Gas (SWX) in Q4 2019, closing a stake of 603 shares — an estimated $55K sold.

Sun Life Financial first reported a position in SWX in Q2 2018 and held it in 2 quarters. The position peaked at $74K in Q2 2018. 299 funds tracked by Wall St. Rank hold SWX as of Q4 2019.

Sun Life Financial reported no remaining Southwest Gas position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 603 Southwest Gas shares in Q4 2019, an estimated $55K.
Sun Life Financial first reported a position in Southwest Gas in Q2 2018 and held it in 2 quarters.
Sun Life Financial's Southwest Gas position peaked at $74K in Q2 2018.
299 funds tracked by Wall St. Rank held Southwest Gas as of Q4 2019.

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