SUN LIFE FINANCIAL INC
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
98
Sold out positions
0
Turnover %
96.8%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SPY | 319,178 | — |
| VNQ | 76,103 | — |
| INVSC QQQ TRUST SRS 1 ETF | 34,304 | — |
| XLY | 32,193 | — |
| XLK | 20,788 | — |
| XLF | 20,213 | — |
| KYN | 16,320 | — |
| Kayne Anderson Energy Total Re | 16,200 | — |
| PANW | 15,607 | — |
| Kayne Anderson NextGen Energy & Infrastructure, Inc. | 15,120 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|