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Sun Life Financial’s W&T Offshore WTI Stock Holding History

Sun Life Financial’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,480
Closed -$47K – 628
2018
Q4 		$47K Buy
11,480
+58
+0.5% +$370 0.01% 396
2018
Q3 		$110K Buy
11,422
+71
+0.6% +$514 0.02% 322
2018
Q2 		$81K Buy
+11,351
New +$73.4K 0.01% 356

Other funds holding WTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Sun Life Financial sold out of W&T Offshore (WTI) in Q1 2019, closing a stake of 11,480 shares — an estimated $47K sold.

Sun Life Financial first reported a position in WTI in Q2 2018 and held it in 3 quarters. The position peaked at $110K in Q3 2018. 174 funds tracked by Wall St. Rank hold WTI as of Q1 2019.

  • Sun Life Financial reported no remaining W&T Offshore position as of Q1 2019 after selling out during the quarter.
  • Sun Life Financial sold 11,480 W&T Offshore shares in Q1 2019, an estimated $47K.
  • Sun Life Financial first reported a position in W&T Offshore in Q2 2018 and held it in 3 quarters.
  • Sun Life Financial's W&T Offshore position peaked at $110K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2019.

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