SUN LIFE FINANCIAL INC
Q1 2014 13F-HR Holdings
Net value change ($000)
-132,636
(-11.7%)
New positions
3
Sold out positions
8
Turnover %
7.3%
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 Q4 2013
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)
| XLK | 20,140 | 96.9% |
| ALPHABET INC CL C | 10,028 | NEW |
| XLY | 6,307 | 19.6% |
| XLV | 4,900 | 42.2% |
| SPY | 3,353 | 1.1% |
| XLE | 1,826 | 20.0% |
| VNQ | 1,265 | 1.7% |
| IYZ | 1,174 | 93.2% |
| AAL | 977 | NEW |
| XLI | 873 | 7.3% |
Top Reduces (Value $000, Stocks/ETFs)
| PANW | -15,607 | -100.0% |
| Alphabet Inc. Class C | -13,498 | -100.0% |
| AKAM | -10,318 | -100.0% |
| AEROPOSTALE INC | -9,852 | -100.0% |
| HALO | -5,744 | -100.0% |
| SILICON GRAPHICS INTL CORP | -5,308 | -41.4% |
| XOM | -4,167 | -32.3% |
| WET SEAL INC CL A | -3,898 | -100.0% |
| CVX | -3,708 | -35.4% |
| GE | -3,640 | -38.9% |
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 |
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