| Filed | As-Of/On | Form | Fullname | Symbol | Country | Industry | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypothetical Return | Hypothetical Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2009-11-06 | 2009-09-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 106,547 | Added More | 2,000 | 1.91 % | $2,842,674 | $2,903,406 | $60,732 | 2.13 % | $1,140 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2009-08-03 | 2009-06-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 104,547 | No Change | 0 | 0 % | $3,661,236 | $2,848,906 | $-812,330 | -22.18 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 104,547 | Sold Some | -3,422 | -3.16 % | $2,618,902 | $2,848,906 | $230,003 | 8.78 % | $-7,528 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2009-02-13 | 2008-12-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 107,969 | Sold Some | -938 | -0.86 % | $1,936,964 | $2,942,155 | $1,005,191 | 51.89 % | $-8,733 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2008-11-06 | 2008-09-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 108,907 | Added More | 1,314 | 1.22 % | $2,631,193 | $2,967,716 | $336,523 | 12.78 % | $4,060 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2008-08-14 | 2008-06-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 107,593 | Added More | 1,108 | 1.04 % | $4,025,054 | $2,931,909 | $-1,093,145 | -27.15 % | $-11,257 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2008-05-14 | 2008-03-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 106,485 | Added More | 1,595 | 1.52 % | $4,976,044 | $2,901,716 | $-2,074,328 | -41.68 % | $-31,071 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2008-02-14 | 2007-12-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 104,890 | Added More | 2,138 | 2.08 % | $4,950,808 | $2,858,253 | $-2,092,556 | -42.26 % | $-42,653 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2007-11-14 | 2007-09-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 102,752 | Added More | 1,851 | 1.83 % | $5,602,039 | $2,799,992 | $-2,802,047 | -50.01 % | $-50,477 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2007-08-10 | 2007-06-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 100,901 | Added More | 3,678 | 3.78 % | $4,982,491 | $2,749,552 | $-2,232,939 | -44.81 % | $-81,394 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2007-05-15 | 2007-03-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 97,223 | No Change | 0 | 0 % | $4,557,814 | $2,649,327 | $-1,908,487 | -41.87 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2007-02-14 | 2006-12-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 97,223 | No Change | 0 | 0 % | $4,352,674 | $2,649,327 | $-1,703,347 | -39.13 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2006-11-14 | 2006-09-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 97,223 | No Change | 0 | 0 % | $4,188,367 | $2,649,327 | $-1,539,040 | -36.74 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2006-08-14 | 2006-06-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 97,223 | No Change | 0 | 0 % | $3,695,446 | $2,649,327 | $-1,046,119 | -28.30 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2006-05-15 | 2006-03-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 97,223 | No Change | 0 | 0 % | $4,007,532 | $2,649,327 | $-1,358,205 | -33.89 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2006-02-14 | 2005-12-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 97,223 | Sold Some | -7,364 | -7.04 % | $4,189,339 | $2,649,327 | $-1,540,012 | -36.76 % | $116,646 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2005-11-10 | 2005-09-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 104,587 | No Change | 0 | 0 % | $3,902,141 | $2,849,996 | $-1,052,145 | -26.96 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2005-08-08 | 2005-06-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 104,587 | No Change | 0 | 0 % | $3,787,095 | $2,849,996 | $-937,100 | -24.74 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2005-05-05 | 2005-03-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 104,587 | Sold Some | -12,135 | -10.39 % | $3,308,087 | $2,849,996 | $-458,091 | -13.84 % | $53,151 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2005-02-10 | 2004-12-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 116,722 | Sold Some | -5,442 | -4.45 % | $3,870,502 | $3,180,675 | $-689,827 | -17.82 % | $32,162 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2004-11-17 | 2004-09-30 | 13F-HR/A | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 122,164 | New Holding | 122,164 | 100 % | $3,992,320 | $3,328,969 | $-663,351 | -16.61 % | $-663,351 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2004-08-13 | 2004-06-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 0 | Sold All | -122,164 | -100 % | - | - | - | 0.85 % | $-28,098 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2004-05-12 | 2004-03-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 122,164 | No Change | 0 | 0 % | $3,157,939 | $3,328,969 | $171,030 | 5.41 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2004-02-13 | 2003-12-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 122,164 | Sold Some | -8,200 | -6.29 % | $3,370,505 | $3,328,969 | $-41,536 | -1.23 % | $2,788 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2003-11-14 | 2003-09-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 130,364 | No Change | 0 | 0 % | $3,217,384 | $3,552,419 | $335,035 | 10.41 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2003-08-12 | 2003-06-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 130,364 | No Change | 0 | 0 % | $2,878,437 | $3,552,419 | $673,982 | 23.41 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2003-05-14 | 2003-03-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 130,364 | No Change | 0 | 0 % | $2,693,320 | $3,552,419 | $859,099 | 31.89 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2003-02-11 | 2002-12-31 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 130,364 | No Change | 0 | 0 % | $2,252,690 | $3,552,419 | $1,299,729 | 57.69 % | $0 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2002-11-14 | 2002-09-30 | 13F-HR | Sun Life Financial Inc | SLF | CA | Life/Health Insurance | 130,364 | New Holding | 130,364 | 100 % | $2,351,767 | $3,552,419 | $1,200,652 | 51.05 % | $1,200,652 | | | | | | History of Schwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
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