Sun Life Financial’s Cactus WHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-14,222	Closed	-$412K	–	585
2019 Q3	$412K	Buy	14,222 +80	+0.6%	+$2.31K	0.11%	119
2019 Q2	$468K	Buy	14,142 +9,790	+225%	+$340K	0.12%	111
2019 Q1	$155K	Buy	+4,352	New	+$148K	0.03%	223

Other funds holding WHD

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sun Life Financial sold out of Cactus (WHD) in Q4 2019, closing a stake of 14,222 shares — an estimated $412K sold.

Sun Life Financial first reported a position in WHD in Q1 2019 and held it in 3 quarters. The position peaked at $468K in Q2 2019. 167 funds tracked by Wall St. Rank hold WHD as of Q4 2019.

Sun Life Financial reported no remaining Cactus position as of Q4 2019 after selling out during the quarter.
Sun Life Financial sold 14,222 Cactus shares in Q4 2019, an estimated $412K.
Sun Life Financial first reported a position in Cactus in Q1 2019 and held it in 3 quarters.
Sun Life Financial's Cactus position peaked at $468K in Q2 2019.
167 funds tracked by Wall St. Rank held Cactus as of Q4 2019.

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