SLF
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Sun Life Financial’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Sun Life Financial’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-212,143
Closed -$5.85M – 626
2018
Q3 		$5.85M Sell
212,143
-93,904
-31% -$2.63M 1.06% 14
2018
Q2 		$8.14M Buy
306,047
+295,004
+2,671% +$8.14M 1.16% 12
2018
Q1 		$401K Sell
11,043
-552,548
-98% -$15.9M 3.58% 5
2017
Q4 		$15.7M Hold
563,591
– – 1.61% 11
2017
Q3 		$14.6M Sell
563,591
-294,241
-34% -$7.34M 1.44% 11
2017
Q2 		$21.2M Buy
857,832
+823,415
+2,392% +$19.5M 2.27% 7
2017
Q1 		$1.45M Buy
34,417
+751
+2% +$18K 3.18% 11
2016
Q4 		$1.45M Sell
33,666
-1,373,661
-98% -$29.5M 16.2% 1
2016
Q3 		$27.2M Sell
1,407,327
-93,301
-6% -$1.92M 3.38% 9
2016
Q2 		$30.1M Sell
1,500,628
-214,037
-12% -$4.33M 3.55% 8
2016
Q1 		$33.9K Buy
1,714,665
+173,251
+11% +$3.3M 0.07% 48
2015
Q4 		$32.2M Buy
1,541,414
+449,194
+41% +$9.46M 4.4% 7
2015
Q3 		$21.7M Hold
1,092,220
– – 4.64% 7
2015
Q2 		$23.4M Hold
1,092,220
– – 2.49% 9
2015
Q1 		$23.1M Buy
1,092,220
+169,276
+18% +$3.58M 2.39% 9
2014
Q4 		$20M Hold
922,944
– – 2.1% 8
2014
Q3 		$18.8M Hold
922,944
– – 1.97% 8
2014
Q2 		$18.4M Sell
922,944
-151,391
-14% -$2.95M 1.91% 7
2014
Q1 		$21.1M Buy
1,074,335
+21,033
+2% +$402K 2.11% 6
2013
Q4 		$20.2M Buy
1,053,302
+847,760
+412% +$15.6M 1.79% 8
2013
Q3 		$3.59M Buy
+205,542
New +$3.64M 0.32% 80

Other funds holding XLF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Sun Life Financial sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2018, closing a stake of 212,143 shares — an estimated $5.85M sold.

Sun Life Financial first reported a position in XLF in Q3 2013 and held it in 21 quarters. The position peaked at $32.2M in Q4 2015. 1,023 funds tracked by Wall St. Rank hold XLF as of Q4 2018.

  • Sun Life Financial reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 212,143 State Street Financial Select Sector SPDR ETF shares in Q4 2018, an estimated $5.85M.
  • Sun Life Financial first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2013 and held it in 21 quarters.
  • Sun Life Financial's State Street Financial Select Sector SPDR ETF position peaked at $32.2M in Q4 2015.
  • 1,023 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2018.

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