Sun Life Financial’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-37,582	Closed	-$1.09M	–	624
2018 Q3	$1.09M	Sell	37,582 -19,688	-34%	-$581K	0.2%	85
2018 Q2	$1.66M	Buy	57,270 +52,988	+1,237%	+$1.55M	0.24%	61
2018 Q1	$37.6K	Sell	4,282 -100,226	-96%	-$3.04M	0.34%	45
2017 Q4	$3.16M	Hold	104,508	–	–	0.32%	24
2017 Q3	$2.97M	Sell	104,508 -49,630	-32%	-$1.37M	0.29%	29
2017 Q2	$4.15M	Buy	154,138 +140,480	+1,029%	+$3.73M	0.44%	22
2017 Q1	$130K	Buy	+13,658	New	+$355K	0.29%	31
2016 Q3	$6.5M	Buy	272,304 +62,244	+30%	+$1.5M	0.81%	18
2016 Q2	$4.87M	Sell	210,060 -31,530	-13%	-$734K	0.58%	22
2016 Q1	$5.41K	Buy	241,590 +14,766	+7%	+$306K	0.01%	61
2015 Q4	$4.92M	Buy	226,824 +60,652	+36%	+$1.35M	0.67%	21
2015 Q3	$3.32M	Hold	166,172	–	–	0.71%	18
2015 Q2	$4.02M	Hold	166,172	–	–	0.43%	29
2015 Q1	$4.05M	Buy	166,172 +28,812	+21%	+$713K	0.42%	27
2014 Q4	$3.34M	Hold	137,360	–	–	0.35%	40
2014 Q3	$3.41M	Hold	137,360	–	–	0.36%	41
2014 Q2	$3.41M	Sell	137,360 -22,532	-14%	-$544K	0.35%	58
2014 Q1	$3.78M	Buy	159,892 +24,226	+18%	+$557K	0.38%	59
2013 Q4	$3.13M	Buy	135,666 +98,776	+268%	+$2.17M	0.28%	84
2013 Q3	$775K	Buy	+36,890	New	+$755K	0.07%	96

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Sun Life Financial sold out of State Street Materials Select Sector SPDR ETF (XLB) in Q4 2018, closing a stake of 37,582 shares — an estimated $1.09M sold.

Sun Life Financial first reported a position in XLB in Q3 2013 and held it in 20 quarters. The position peaked at $6.5M in Q3 2016. 458 funds tracked by Wall St. Rank hold XLB as of Q4 2018.

Sun Life Financial reported no remaining State Street Materials Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
Sun Life Financial sold 37,582 State Street Materials Select Sector SPDR ETF shares in Q4 2018, an estimated $1.09M.
Sun Life Financial first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2013 and held it in 20 quarters.
Sun Life Financial's State Street Materials Select Sector SPDR ETF position peaked at $6.5M in Q3 2016.
458 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q4 2018.

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