Sun Life Financial’s Werner Enterprises WERN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-630	Closed	-$24K	–	640
2018 Q2	$24K	Buy	+630	New	+$23.4K	﹤0.01%	577

Other funds holding WERN

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

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

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

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

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Sun Life Financial's WERN Position: Q3 2018 in Review

Sun Life Financial sold out of Werner Enterprises (WERN) in Q3 2018, closing a stake of 630 shares — an estimated $24K sold.

Sun Life Financial first reported a position in WERN in Q2 2018 and held it in 1 quarter. The position peaked at $24K in Q2 2018. 240 funds tracked by Wall St. Rank hold WERN as of Q3 2018.

Sun Life Financial reported no remaining Werner Enterprises position as of Q3 2018 after selling out during the quarter.
Sun Life Financial sold 630 Werner Enterprises shares in Q3 2018, an estimated $24K.
Sun Life Financial first reported a position in Werner Enterprises in Q2 2018 and held it in 1 quarter.
Sun Life Financial's Werner Enterprises position peaked at $24K in Q2 2018.
240 funds tracked by Wall St. Rank held Werner Enterprises as of Q3 2018.

Based on Sun Life Financial's 13F filing for Q3 2018, filed 13 Nov 2018.