Sun Life Financial’s Wabash National WNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,064	Closed	-$38K	–	623
2018 Q3	$38K	Buy	2,064 +13	+0.6%	+$246	0.01%	502
2018 Q2	$38K	Buy	+2,051	New	+$41.6K	0.01%	484

Other funds holding WNC

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

Sun Life Financial's WNC Position: Q4 2018 in Review

Sun Life Financial sold out of Wabash National (WNC) in Q4 2018, closing a stake of 2,064 shares — an estimated $38K sold.

Sun Life Financial first reported a position in WNC in Q2 2018 and held it in 2 quarters. The position peaked at $38K in Q3 2018. 199 funds tracked by Wall St. Rank hold WNC as of Q4 2018.

Sun Life Financial reported no remaining Wabash National position as of Q4 2018 after selling out during the quarter.
Sun Life Financial sold 2,064 Wabash National shares in Q4 2018, an estimated $38K.
Sun Life Financial first reported a position in Wabash National in Q2 2018 and held it in 2 quarters.
Sun Life Financial's Wabash National position peaked at $38K in Q3 2018.
199 funds tracked by Wall St. Rank held Wabash National as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.