Trustmark National Bank Trust Department’s Sun Life Financial SLF Stock Holding History

Trustmark National Bank Trust Department’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-7,859	Closed	-$258K	–	293
2016 Q2	$258K	Sell	7,859 -229	-3%	-$7.67K	0.03%	237
2016 Q1	$261K	Buy	8,088 +806	+11%	+$23.7K	0.04%	255
2015 Q4	$227K	Buy	+7,282	New	+$240K	0.03%	289
2015 Q2	–	Sell	-8,801	Closed	-$271K	–	355
2015 Q1	$271K	Buy	+8,801	New	+$281K	0.04%	296

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Trustmark National Bank Trust Department's SLF Position: Q3 2016 in Review

Trustmark National Bank Trust Department sold out of Sun Life Financial (SLF) in Q3 2016, closing a stake of 7,859 shares — an estimated $258K sold.

Trustmark National Bank Trust Department first reported a position in SLF in Q1 2015 and held it in 4 quarters. The position peaked at $271K in Q1 2015. 252 funds tracked by Wall St. Rank hold SLF as of Q3 2016.

Trustmark National Bank Trust Department reported no remaining Sun Life Financial position as of Q3 2016 after selling out during the quarter.
Trustmark National Bank Trust Department sold 7,859 Sun Life Financial shares in Q3 2016, an estimated $258K.
Trustmark National Bank Trust Department first reported a position in Sun Life Financial in Q1 2015 and held it in 4 quarters.
Trustmark National Bank Trust Department's Sun Life Financial position peaked at $271K in Q1 2015.
252 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2016.

Based on Trustmark National Bank Trust Department's 13F filing for Q3 2016, filed 10 Nov 2016.