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Sun Life Financial Inc (SLF)

Hypotheticals Contact Info Isins Cusips Symbols Summary Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-07-01 Country: CanadaIndustry: Life/Health Insurance

Transactions: Currently showing holdings/transactions Filed between 2009-04-02 and 2009-07-01
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-07-01

Hypotheticals

Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 

Contact Information

Sun Life Centre,150 King Street West,Toronto, On M5h 1j9,Canada
Phone: 416-979-9966 Fax: 416-979-3209 Website: HTTP://WWW.SUNLIFE.COM

ISIN International Securities Identification Number

Unknown

CUSIP Committee on Uniform Securities Identification Procedures

866796105

Stock Symbols and Exchanges

Exchange Symbol Reuters Bloomberg Exchange Name MICR ACCR City Country Website
slfslf slf:us New York Stock Exchange xnys nyseNew YorkUnited States WWW.NYSE.COM

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Owners Summary

Owners: 212Owners Buying: 79Buying Pct.: 37.26 %Owners Netrual: 41Neutral Pct.: 19.33 %Owners Selling: 88Selling Pct.: 41.50 %
Score: 2.81Brand New: 27Increase Existing: 52No Change: 41Sold Some: 43Dumped All: 45No Comparison: 4

Owners Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As Of/On Form Name
Fundclass Shares Activity Shares Change
Shares Change Pct. Hypothetical Old Value Hypothetical New Value Hypothetical Value Change
Hypothetical Return Hypothetical Results Director Ten Pct
Other Officer Officer Title History
   

Holdings/Transactions

FiledAs-Of/OnFormFullnameFund ClassSharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypotheticals Return Hypotheticals Results Director Other Ten Pct Officer Officer Title History
2009-07-012009-04-30 N-CSRMtb Group Of Funds-Mtb International Equity FundInternational Large-Cap Core Sold All-9,100-100 %0.00 % $0 History of Mtb Group Of Funds-Mtb International Equity Fund Ownership Of Sun Life Financial Inc
2009-06-302008-09-30 13F-HR/ARussell Frank CoInstitution 2,118,320New Holding2,118,320100 %$57,025,174$57,406,472$381,2980.66 % $381,298 History of Russell Frank Co Ownership Of Sun Life Financial Inc
2009-06-292009-04-30 N-CSRSFidelity Advisor Series Viii-Japan FundJapanese 400,000New Holding400,000100 %$11,368,000$10,840,000$-528,000-4.64 % $-528,000 History of Fidelity Advisor Series Viii-Japan Fund Ownership Of Sun Life Financial Inc
2009-06-292009-04-30 N-QIshares Trust-Ishares Msci Acwi Ex Us Index FundNo Data 17,850Added More11,730191.66 %$507,297$483,735$-23,562-4.64 % $-15,484 History of Ishares Trust-Ishares Msci Acwi Ex Us Index Fund Ownership Of Sun Life Financial Inc
2009-06-292009-04-30 N-QIshares Trust-Ishares Msci Acwi Index FundNo Data 6,955Added More2,14044.44 %$197,661$188,481$-9,181-4.64 % $-2,825 History of Ishares Trust-Ishares Msci Acwi Index Fund Ownership Of Sun Life Financial Inc
2009-06-292009-04-30 N-QIshares Trust-Ishares Msci Kokusai Index FundNo Data 2,717Added More1,881225.00 %$77,217$73,631$-3,586-4.64 % $-2,483 History of Ishares Trust-Ishares Msci Kokusai Index Fund Ownership Of Sun Life Financial Inc
2009-06-262009-04-30 N-CSRSIdex Mutual Fds-Transamerica Thornburg International ValueNo Data Sold All-55,240-100 %-0.87 % $13,258 History of Idex Mutual Fds-Transamerica Thornburg International Value Ownership Of Sun Life Financial Inc
2009-06-262009-04-30 N-CSRSIdex Mutual Fds-Transamerica Wmc Emerging MarketNo Data 26,340New Holding26,340100 %$720,136$713,814$-6,322-0.87 % $-6,322 History of Idex Mutual Fds-Transamerica Wmc Emerging Market Ownership Of Sun Life Financial Inc
2009-06-262008-12-31 13F-HR/ALegal And General Group PlcInstitution 1,768,887Added More29,5001.69 %$48,361,371$47,936,838$-424,533-0.87 % $-7,080 History of Legal And General Group Plc Ownership Of Sun Life Financial Inc
2009-06-262008-09-30 13F-HR/ALegal And General Group PlcInstitution 1,739,387Sold Some-54,200-3.02 %$47,554,841$47,137,388$-417,453-0.87 % $13,008 History of Legal And General Group Plc Ownership Of Sun Life Financial Inc
2009-06-262008-06-30 13F-HR/ALegal And General Group PlcInstitution 1,793,587Added More139,2008.41 %$49,036,669$48,606,208$-430,461-0.87 % $-33,408 History of Legal And General Group Plc Ownership Of Sun Life Financial Inc
2009-06-262008-03-31 13F-HR/ALegal And General Group PlcInstitution 1,654,387Added More24,1031.47 %$45,230,941$44,833,888$-397,053-0.87 % $-5,785 History of Legal And General Group Plc Ownership Of Sun Life Financial Inc
2009-06-262007-12-31 13F-HR/ALegal And General Group PlcInstitution 1,630,284Added More278,99620.64 %$44,571,965$44,180,696$-391,268-0.87 % $-66,959 History of Legal And General Group Plc Ownership Of Sun Life Financial Inc
2009-06-102009-03-31 N-CSRValue Line Asset Allocation Fund Inc-Value Line Asset Allocation Fund IncMixed-Asset Target Allocation Growth 7,000No Change00 %$190,960$189,700$-1,260-0.65 % $0 History of Value Line Asset Allocation Fund Inc-Value Line Asset Allocation Fund Inc Ownership Of Sun Life Financial Inc
2009-06-052009-03-31 13F-HR/AAmvescap PlcInstitution 3,161,820Added More1,589,044101.03 %$86,001,504$85,685,322$-316,182-0.36 % $-158,904 History of Amvescap Plc Ownership Of Sun Life Financial Inc
2009-06-052009-03-31 N-CSRSCalvert Social Investment Fund-Equity PortfolioMulti-Cap Core Sold All-4,800-100 %-0.36 % $480 History of Calvert Social Investment Fund-Equity Portfolio Ownership Of Sun Life Financial Inc
2009-06-052009-03-31 N-CSRMgi Funds-Mgi Us Large Cap Value Equity FundLarge-Cap Value Sold All-39,000-100 %-0.36 % $3,900 History of Mgi Funds-Mgi Us Large Cap Value Equity Fund Ownership Of Sun Life Financial Inc
2009-06-042009-03-31 N-CSRSTreettracks Index Shares Funds-Spdr Japan EtfJapanese 17,466Sold Some-4,130-19.12 %$478,394$473,329$-5,065-1.05 % $1,198 History of Treettracks Index Shares Funds-Spdr Japan Etf Ownership Of Sun Life Financial Inc
2009-06-022006-12-31 13F-HRSandy Spring BankNo Data 1,881Sold Some-113-5.66 %$53,063$50,975$-2,088-3.93 % $125 History of Sandy Spring Bank Ownership Of Sun Life Financial Inc
2009-06-022006-09-30 13F-HRSandy Spring BankNo Data 1,994No Change00 %$56,251$54,037$-2,213-3.93 % $0 History of Sandy Spring Bank Ownership Of Sun Life Financial Inc
2009-06-022006-06-30 13F-HRSandy Spring BankNo Data 1,994No Change00 %$56,251$54,037$-2,213-3.93 % $0 History of Sandy Spring Bank Ownership Of Sun Life Financial Inc
2009-06-022006-03-31 13F-HRSandy Spring BankNo Data 1,994No Change00 %$56,251$54,037$-2,213-3.93 % $0 History of Sandy Spring Bank Ownership Of Sun Life Financial Inc
2009-06-022005-12-31 13F-HRSandy Spring BankNo Data 1,994No Compare$56,251$54,037$-2,213-3.93 % History of Sandy Spring Bank Ownership Of Sun Life Financial Inc
2009-06-012009-03-31 N-QAdvanced Series Trust-Ast Global Allocation PortfolioGlobal Flex Port 27,400New Holding27,400100 %$749,390$742,540$-6,850-0.91 % $-6,850 History of Advanced Series Trust-Ast Global Allocation Portfolio Ownership Of Sun Life Financial Inc
2009-06-012009-03-31 N-QMassmutual Select Funds-Massmutual Select Diversified International FundGlobal Flex Port 22,035No Change00 %$602,657$597,149$-5,509-0.91 % $0 History of Massmutual Select Funds-Massmutual Select Diversified International Fund Ownership Of Sun Life Financial Inc
2009-06-012009-03-31 N-QMassmutual Select Funds-Massmutual Select Large Cap Value FundLarge-Cap Core 39,900No Change00 %$1,091,265$1,081,290$-9,975-0.91 % $0 History of Massmutual Select Funds-Massmutual Select Large Cap Value Fund Ownership Of Sun Life Financial Inc
2009-06-012009-03-31 N-QMassmutual Select Funds-Massmutual Select Overseas FundInternational Multi-Cap Core Sold All-10,500-100 %-0.91 % $2,625 History of Massmutual Select Funds-Massmutual Select Overseas Fund Ownership Of Sun Life Financial Inc
2009-06-012009-03-31 N-QPrudential Series Fund-Sp Davis Value PortfolioMulti-Cap Value 9,100Sold Some-100-1.08 %$248,885$246,610$-2,275-0.91 % $25 History of Prudential Series Fund-Sp Davis Value Portfolio Ownership Of Sun Life Financial Inc
2009-06-012009-03-31 N-QValue Line Premier Growth Fund Inc-Value Line Premier Growth Fund IncLarge-Cap Growth 24,100No Change00 %$659,135$653,110$-6,025-0.91 % $0 History of Value Line Premier Growth Fund Inc-Value Line Premier Growth Fund Inc Ownership Of Sun Life Financial Inc
2009-06-012009-03-31 N-QValue Line Strategic Asset Management Trust-Value Line Strategic Asset Management TrustMulti-Cap Value 32,000No Change00 %$875,200$867,200$-8,000-0.91 % $0 History of Value Line Strategic Asset Management Trust-Value Line Strategic Asset Management Trust Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QAlliancebernstein Variable Products Series Fund Inc-Alliancebernstein Balanced Wealth Strategy PortfolioFlexible Portfolio 5,200Added More3,700246.66 %$137,176$140,920$3,7442.72 % $2,664 History of Alliancebernstein Variable Products Series Fund Inc-Alliancebernstein Balanced Wealth Strategy Portfolio Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QAlliancebernstein Variable Products Series Fund Inc-Alliancebernstein International Value PortfolioMulti-Cap Value 489,700New Holding489,700100 %$12,918,286$13,270,870$352,5842.72 % $352,584 History of Alliancebernstein Variable Products Series Fund Inc-Alliancebernstein International Value Portfolio Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QAllianz Variable Insurance Products Trust-Azl Davis Ny Venture FundSpecialty & Misc 26,100No Change00 %$688,518$707,310$18,7922.72 % $0 History of Allianz Variable Insurance Products Trust-Azl Davis Ny Venture Fund Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QAmerican Century Variable Portfolios Inc-Vp Balanced FundFlexible Portfolio Sold All-2,155-100 %2.72 % $-1,552 History of American Century Variable Portfolios Inc-Vp Balanced Fund Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 13F-HR/ACredit Agricole S AInstitution 227,354Added More99,92378.41 %$5,997,599$6,161,293$163,6952.72 % $71,945 History of Credit Agricole S A Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QDws Variable Series Ii-Dws Balanced VipFlexible Portfolio 300No Change00 %$7,914$8,130$2162.72 % $0 History of Dws Variable Series Ii-Dws Balanced Vip Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QDws Variable Series Ii-Dws Davis Venture Value VipMulti-Cap Value 6,670Sold Some-700-9.49 %$175,955$180,757$4,8022.72 % $-504 History of Dws Variable Series Ii-Dws Davis Venture Value Vip Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QEq Advisors Trust-Eqboston Advisors Equity Income PortfolioEquity Income Sold All-58,800-100 %2.72 % $-42,336 History of Eq Advisors Trust-Eqboston Advisors Equity Income Portfolio Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QEq Advisors Trust-Eqdavis New York Venture PortfolioSpecialty & Misc 16,435Sold Some-33,900-67.34 %$433,555$445,389$11,8332.72 % $-24,408 History of Eq Advisors Trust-Eqdavis New York Venture Portfolio Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 13F-HR/AFidelity International LtdInstitution Sold All-24,120-100 %2.72 % $-17,366 History of Fidelity International Ltd Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 13F-HR/AFmr CorpInstitution 12,407,139Added More2,683,92527.60 %$327,300,327$336,233,467$8,933,1402.72 % $1,932,426 History of Fmr Corp Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QJohn Hancock Funds Ii-Core Equity FundLarge-Cap Core Sold All-360-100 %2.72 % $-259 History of John Hancock Funds Ii-Core Equity Fund Ownership Of Sun Life Financial Inc
2009-05-292009-03-31 N-QJohn Hancock Trust-Fundamental Value TrustMulti-Cap Value 91,179No Change00 %$2,405,302$2,470,951$65,6492.72 % $0 History of John Hancock Trust-Fundamental Value Trust Ownership Of Sun Life Financial Inc
2009-05-282009-03-31 13F-HR/ABank Of America CorpInstitution Sold All-109,757-100 %6.14 % $-172,318 History of Bank Of America Corp Ownership Of Sun Life Financial Inc
2009-05-282009-03-31 13F-HR/AClearbridge Advisors LlcInstitution 1,943No Change00 %$49,605$52,655$3,0516.14 % $0 History of Clearbridge Advisors Llc Ownership Of Sun Life Financial Inc
2009-05-282009-03-31 13F-HR/AMerrill Lynch And Co IncInstitution Sold All-54,092-100 %6.14 % $-84,924 History of Merrill Lynch And Co Inc Ownership Of Sun Life Financial Inc
2009-05-282009-03-31 N-QMma Praxis Mutual Funds-Mma Praxis Core Stock FundLarge-Cap Core 11,600No Change00 %$296,148$314,360$18,2126.14 % $0 History of Mma Praxis Mutual Funds-Mma Praxis Core Stock Fund Ownership Of Sun Life Financial Inc
2009-05-272009-03-31 N-QMml Series Investment Fund-Mml Emerging Growth FundEmerging Markets Sold All-1,010-100 %10.74 % $-2,656 History of Mml Series Investment Fund-Mml Emerging Growth Fund Ownership Of Sun Life Financial Inc
2009-05-272009-03-31 N-QMml Series Investment Fund-Mml Large Cap Value FundLarge-Cap Value 9,840No Change00 %$240,785$266,664$25,87910.74 % $0 History of Mml Series Investment Fund-Mml Large Cap Value Fund Ownership Of Sun Life Financial Inc
2009-05-262009-03-31 13F-HRCibc World Markets IncInstitution 1,227,002Sold Some-224,045-15.44 %$31,313,091$33,251,754$1,938,6636.19 % $-353,991 History of Cibc World Markets Inc Ownership Of Sun Life Financial Inc
2009-05-262009-03-31 13F-HRQa3 Financial LlcNo Data 224Added More2194380.00 %$5,716$6,070$3546.19 % $346 History of Qa3 Financial Llc Ownership Of Sun Life Financial Inc
2009-05-262009-03-31 13F-HR/ARoyal Bank Of Canada Investment Management Uk LtdInstitution 800No Change00 %$20,416$21,680$1,2646.19 % $0 History of Royal Bank Of Canada Investment Management Uk Ltd Ownership Of Sun Life Financial Inc
2009-05-262009-03-31 13F-HR/ATd Asset Management IncInstitution 15,588,857Added More633,4284.23 %$397,827,631$422,458,025$24,630,3946.19 % $1,000,816 History of Td Asset Management Inc Ownership Of Sun Life Financial Inc
2009-05-262009-03-31 13F-HR/ATd Asset Management Usa IncInstitution 33,190Sold Some-3,135-8.63 %$847,009$899,449$52,4406.19 % $-4,953 History of Td Asset Management Usa Inc Ownership Of Sun Life Financial Inc
2009-05-222009-03-31 N-CSRSIcon Funds-Icon Equity Income FundEquity Income 20,500New Holding20,500100 %$491,180$555,550$64,37013.10 % $64,370 History of Icon Funds-Icon Equity Income Fund Ownership Of Sun Life Financial Inc
2009-05-192009-03-31 13F-HRProvident Trust CoInstitution 7Sold Some-3-30.00 %$169$190$2112.26 % $-9 History of Provident Trust Co Ownership Of Sun Life Financial Inc
2009-05-192009-03-31 13F-HR/AWilmington Trust CoInstitution 845No Change00 %$20,398$22,900$2,50112.26 % $0 History of Wilmington Trust Co Ownership Of Sun Life Financial Inc
2009-05-182009-03-31 13F-HRDavidson D A And CoInstitution Sold All-84-100 %8.92 % $-186 History of Davidson D A And Co Ownership Of Sun Life Financial Inc
2009-05-182009-03-31 13F-HRValue Line IncInstitution 63,100No Change00 %$1,569,928$1,710,010$140,0828.92 % $0 History of Value Line Inc Ownership Of Sun Life Financial Inc
2009-05-182008-12-31 13F-HR/AValue Line IncInstitution 63,100No Change00 %$1,569,928$1,710,010$140,0828.92 % $0 History of Value Line Inc Ownership Of Sun Life Financial Inc
2009-05-182008-09-30 13F-HR/AValue Line IncInstitution 63,100No Change00 %$1,569,928$1,710,010$140,0828.92 % $0 History of Value Line Inc Ownership Of Sun Life Financial Inc
2009-05-152009-05-15 13F-HRCredit SuisseInstitution Sold All-10,281-100 %18.65 % $-43,797 History of Credit Suisse Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRAic LtdInstitution 1,643,883Added More600.00 %$37,546,288$44,549,229$7,002,94218.65 % $256 History of Aic Ltd Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRAxaInstitution 19,322Sold Some-8,271-29.97 %$441,314$523,626$82,31218.65 % $-35,234 History of Axa Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRBank Of Nova ScotiaInstitution 10,651,493Added More69,7000.65 %$243,280,100$288,655,460$45,375,36018.65 % $296,922 History of Bank Of Nova Scotia Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRBank Of Nova Scotia Trust CoInstitution 238,266Added More58,75332.72 %$5,441,995$6,457,009$1,015,01318.65 % $250,288 History of Bank Of Nova Scotia Trust Co Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRBatterymarch Financial Management IncInstitution 24,900New Holding24,900100 %$568,716$674,790$106,07418.65 % $106,074 History of Batterymarch Financial Management Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRBlack River Asset Management LlcInstitution 3,100Added More80034.78 %$70,804$84,010$13,20618.65 % $3,408 History of Black River Asset Management Llc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRBlair William And CoInstitution 11,533No Change00 %$263,414$312,544$49,13118.65 % $0 History of Blair William And Co Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRCaisse De Depot Et Placement Du QuebecInstitution 6,416,055Sold Some-305,491-4.54 %$146,542,696$173,875,091$27,332,39418.65 % $-1,301,392 History of Caisse De Depot Et Placement Du Quebec Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRCanada Pension Plan Investment BoardInstitution 101,610Sold Some-536,235-84.06 %$2,320,772$2,753,631$432,85918.65 % $-2,284,361 History of Canada Pension Plan Investment Board Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRCapital Guardian Trust CoInstitution Sold All-556,600-100 %18.65 % $-2,371,116 History of Capital Guardian Trust Co Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRCapital International LtdInstitution 2,900Sold Some-117,600-97.59 %$66,236$78,590$12,35418.65 % $-500,976 History of Capital International Ltd Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRCitigroup IncInstitution 99,191Added More12,82914.85 %$2,265,522$2,688,076$422,55418.65 % $54,652 History of Citigroup Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRCotia Capital IncInstitution 439,353Sold Some-6,665-1.49 %$10,034,823$11,906,466$1,871,64418.65 % $-28,393 History of Cotia Capital Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRCotia Cassels Investment Counsel LtdInstitution 2,761,152Sold Some-257,167-8.52 %$63,064,712$74,827,219$11,762,50818.65 % $-1,095,531 History of Cotia Cassels Investment Counsel Ltd Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRF And C Asset Management PlcInstitution 144,960Added More44,05043.65 %$3,310,886$3,928,416$617,53018.65 % $187,653 History of F And C Asset Management Plc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRFifth Third BancorpInstitution 17,161Sold Some-2,057-10.70 %$391,957$465,063$73,10618.65 % $-8,763 History of Fifth Third Bancorp Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRGhp Investment Advisors IncInstitution 119No Change00 %$2,718$3,225$50718.65 % $0 History of Ghp Investment Advisors Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRHarris Financial CorpInstitution 18,002,840Sold Some-453,914-2.45 %$411,184,866$487,876,964$76,692,09818.65 % $-1,933,674 History of Harris Financial Corp Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRHaw D E And Co IncInstitution 159,200New Holding159,200100 %$3,636,128$4,314,320$678,19218.65 % $678,192 History of Haw D E And Co Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRHsbc Holdings PlcInstitution 228,399Sold Some-84,485-27.00 %$5,216,633$6,189,613$972,98018.65 % $-359,906 History of Hsbc Holdings Plc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRIng Investment Management IncInstitution 1,328,570Added More112,7009.26 %$30,344,539$36,004,247$5,659,70818.65 % $480,102 History of Ing Investment Management Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRJane Street Holding LlcInstitution Sold All-9,440-100 %18.65 % $-40,214 History of Jane Street Holding Llc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRJgd Management CorpInstitution Sold All-1,013,000-100 %18.65 % $-4,315,380 History of Jgd Management Corp Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRLegal And General Group PlcInstitution 1,853,877Added More84,9904.80 %$42,342,551$50,240,067$7,897,51618.65 % $362,057 History of Legal And General Group Plc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRManaged Account Advisors LlcInstitution Sold All-1,204-100 %18.65 % $-5,129 History of Managed Account Advisors Llc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRMillennium Management LlcInstitution 113,551New Holding113,551100 %$2,593,505$3,077,232$483,72718.65 % $483,727 History of Millennium Management Llc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRMorgan StanleyInstitution 355,543Added More152,81875.38 %$8,120,602$9,635,215$1,514,61318.65 % $651,005 History of Morgan Stanley Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRNorthern Trust CorpInstitution 122,581Sold Some-5,871-4.57 %$2,799,750$3,321,945$522,19518.65 % $-25,010 History of Northern Trust Corp Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRPeak6 Investments L PInstitution Sold All-1,000-100 %18.65 % $-4,260 History of Peak6 Investments L P Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRRbc Dominion Securities IncInstitution 2,422,666Sold Some-214,220-8.12 %$55,333,691$65,654,249$10,320,55718.65 % $-912,577 History of Rbc Dominion Securities Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRRussell Frank CoInstitution 2,829,622Added More214,4588.20 %$64,628,566$76,682,756$12,054,19018.65 % $913,591 History of Russell Frank Co Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRSac Capital Advisors LpNo Data 400,000No Compare$9,136,000$10,840,000$1,704,00018.65 % History of Sac Capital Advisors Lp Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRTal Global Asset Management IncInstitution 3,060,577Added More877,80240.21 %$69,903,579$82,941,637$13,038,05818.65 % $3,739,437 History of Tal Global Asset Management Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRTelemus Investment Management LlcInstitution Sold All-24,024-100 %18.65 % $-102,342 History of Telemus Investment Management Llc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRTratton Management CoInstitution 123,300Sold Some-1,300-1.04 %$2,816,172$3,341,430$525,25818.65 % $-5,538 History of Tratton Management Co Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRUbs AgInstitution 178,761Added More21,55513.71 %$4,082,901$4,844,423$761,52218.65 % $91,824 History of Ubs Ag Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRUbs Global Asset Management Americas IncInstitution 3,990,941Added More181,9874.77 %$91,153,092$108,154,501$17,001,40918.65 % $775,265 History of Ubs Global Asset Management Americas Inc Ownership Of Sun Life Financial Inc
2009-05-152009-03-31 13F-HRWorld Asset Management IncInstitution 74,797Sold Some-2,323-3.01 %$1,708,363$2,026,999$318,63518.65 % $-9,896 History of World Asset Management Inc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRAmerican International Group IncInstitution 116,341Added More42,95958.54 %$2,687,477$3,152,841$465,36417.31 % $171,836 History of American International Group Inc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRAviva PlcInstitution 175,305Sold Some-82,030-31.87 %$4,049,546$4,750,766$701,22017.31 % $-328,120 History of Aviva Plc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRBarclays Global Investors Uk Holdings LtdInstitution 23,424,213Added More1,356,4176.14 %$541,099,320$634,796,172$93,696,85217.31 % $5,425,668 History of Barclays Global Investors Uk Holdings Ltd Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRBnp Paribas Arbitrage SaInstitution Sold All-477,934-100 %17.31 % $-1,911,736 History of Bnp Paribas Arbitrage Sa Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRCredit Suisse First BostonInstitution 64,160No Compare$1,482,096$1,738,736$256,64017.31 % History of Credit Suisse First Boston Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRCtc Fund Management LlcInstitution 200New Holding200100 %$4,620$5,420$80017.31 % $800 History of Ctc Fund Management Llc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRGalaxy Capital Trading LtdInstitution 10,800New Holding10,800100 %$249,480$292,680$43,20017.31 % $43,200 History of Galaxy Capital Trading Ltd Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRGoldman Sachs Group IncInstitution 229,412Sold Some-124,548-35.18 %$5,299,417$6,217,065$917,64817.31 % $-498,192 History of Goldman Sachs Group Inc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRGrantham Mayo Van Otterloo And Co LlcInstitution 1,209,600Sold Some-1,900-0.15 %$27,941,760$32,780,160$4,838,40017.31 % $-7,600 History of Grantham Mayo Van Otterloo And Co Llc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRHbk Sorce Advisory LlcInstitution 18,000No Change00 %$415,800$487,800$72,00017.31 % $0 History of Hbk Sorce Advisory Llc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRHillsdale Investment Management IncInstitution 12,775Added More12,3753093.75 %$295,103$346,203$51,10017.31 % $49,500 History of Hillsdale Investment Management Inc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRMclean Budden LtdInstitution Sold All-12,400-100 %17.31 % $-49,600 History of Mclean Budden Ltd Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRPublic Sector Pension Investment BoardInstitution 2,558,321Added More420,50019.66 %$59,097,215$69,330,499$10,233,28417.31 % $1,682,000 History of Public Sector Pension Investment Board Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRRbc Capital Markets Arbitrage S AInstitution 32,458New Holding32,458100 %$749,780$879,612$129,83217.31 % $129,832 History of Rbc Capital Markets Arbitrage S A Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRRbc Dain Rauscher IncInstitution 9,770Sold Some-680-6.50 %$225,687$264,767$39,08017.31 % $-2,720 History of Rbc Dain Rauscher Inc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HR/ARbc Private Counsel IncInstitution 241,393Sold Some-11,187-4.42 %$5,576,178$6,541,750$965,57217.31 % $-44,748 History of Rbc Private Counsel Inc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRRenaissance Technologies CorpInstitution 531,100Added More44,4009.12 %$12,268,410$14,392,810$2,124,40017.31 % $177,600 History of Renaissance Technologies Corp Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRRoyal Bank Of CanadaInstitution 19,004,488Added More1,515,7288.66 %$439,003,673$515,021,625$76,017,95217.31 % $6,062,912 History of Royal Bank Of Canada Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRToronto Dominion BankInstitution 15,530,692Added More629,6434.22 %$358,758,985$420,881,753$62,122,76817.31 % $2,518,572 History of Toronto Dominion Bank Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRUs Bancorp DeInstitution 34,008Sold Some-1,150-3.27 %$785,585$921,617$136,03217.31 % $-4,600 History of Us Bancorp De Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRWeiss Asset Management LlcInstitution 39,000New Holding39,000100 %$900,900$1,056,900$156,00017.31 % $156,000 History of Weiss Asset Management Llc Ownership Of Sun Life Financial Inc
2009-05-142009-03-31 13F-HRWeiss Capital LlcInstitution 21,000New Holding21,000100 %$485,100$569,100$84,00017.31 % $84,000 History of Weiss Capital Llc Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRAmerican Century Companies IncInstitution Sold All-111,790-100 %21.36 % $-533,238 History of American Century Companies Inc Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRBarclays PlcInstitution 503,769Sold Some-25,977-4.90 %$11,249,162$13,652,140$2,402,97821.36 % $-123,910 History of Barclays Plc Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRClaymore Advisors LlcInstitution 527,247Added More86,97019.75 %$11,773,426$14,288,394$2,514,96821.36 % $414,847 History of Claymore Advisors Llc Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRFirst National Bank Of OmahaInstitution 3,906No Change00 %$87,221$105,853$18,63221.36 % $0 History of First National Bank Of Omaha Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRGoodman And Company Investment Counsel LtdInstitution Sold All-35,835-100 %21.36 % $-170,933 History of Goodman And Company Investment Counsel Ltd Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRGreat West Life Assurance CoInstitution 6,938,129Sold Some-737,165-9.60 %$154,928,421$188,023,296$33,094,87521.36 % $-3,516,277 History of Great West Life Assurance Co Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRJ P Morgan Chase And CoInstitution 250,546Added More29,79213.49 %$5,594,692$6,789,797$1,195,10421.36 % $142,108 History of J P Morgan Chase And Co Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRLetko Brosseau And Associates IncInstitution 5,149,453Added More1,357,84735.81 %$114,987,285$139,550,176$24,562,89121.36 % $6,476,930 History of Letko Brosseau And Associates Inc Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRNatixiInstitution 10,000New Holding10,000100 %$223,300$271,000$47,70021.36 % $47,700 History of Natixi Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HROmers Administration CorpInstitution 1,838,152Sold Some-2,326,200-55.85 %$41,045,934$49,813,919$8,767,98521.36 % $-11,095,974 History of Omers Administration Corp Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRRbc Asset Management IncInstitution 13,834,829Sold Some-1,851,801-11.80 %$308,931,732$374,923,866$65,992,13421.36 % $-8,833,091 History of Rbc Asset Management Inc Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRRbc Private Counsel Usa IncInstitution 71,389Added More3,9035.78 %$1,594,116$1,934,642$340,52621.36 % $18,617 History of Rbc Private Counsel Usa Inc Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRRoyal Bank Of Canada Trust Co LtdInstitution 1,235No Change00 %$27,578$33,469$5,89121.36 % $0 History of Royal Bank Of Canada Trust Co Ltd Ownership Of Sun Life Financial Inc
2009-05-132009-03-31 13F-HRSignaturefd LlcNo Data 200No Change00 %$4,466$5,420$95421.36 % $0 History of Signaturefd Llc Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HRAmeriprise Financial IncInstitution 84,628Added More9,50012.64 %$2,003,991$2,293,419$289,42814.44 % $32,490 History of Ameriprise Financial Inc Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HRComerica BankInstitution 52,613Sold Some-286-0.54 %$1,245,876$1,425,812$179,93614.44 % $-978 History of Comerica Bank Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HRFederated Investors IncInstitution 56,714No Change00 %$1,342,988$1,536,949$193,96214.44 % $0 History of Federated Investors Inc Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HRFirst National Trust CoInstitution 639No Change00 %$15,132$17,317$2,18514.44 % $0 History of First National Trust Co Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HRFranklin Resources IncInstitution 5,196,015Added More1,908,86358.07 %$123,041,635$140,812,007$17,770,37114.44 % $6,528,311 History of Franklin Resources Inc Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HRHartford Investment Management CoInstitution Sold All-990-100 %14.44 % $-3,386 History of Hartford Investment Management Co Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HRKj Harrison And Partners IncInstitution Sold All-187,504-100 %14.44 % $-641,264 History of Kj Harrison And Partners Inc Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HRNational Independent Trust CoInstitution 15,150No Change00 %$358,752$410,565$51,81314.44 % $0 History of National Independent Trust Co Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HROntario Teachers Pension Plan BoardInstitution 65,500New Holding65,500100 %$1,551,040$1,775,050$224,01014.44 % $224,010 History of Ontario Teachers Pension Plan Board Ownership Of Sun Life Financial Inc
2009-05-122009-03-31 13F-HR/APhillips Hager North Investment Management LtdInstitution 711,490Sold Some-74,650-9.49 %$16,848,083$19,281,379$2,433,29614.44 % $-255,303 History of Phillips Hager North Investment Management Ltd Ownership Of Sun Life Financial Inc
2009-05-112009-03-31 13F-HRAgf Funds IncInstitution 2,152,102Added More169,7738.56 %$51,758,053$58,321,964$6,563,91112.68 % $517,808 History of Agf Funds Inc Ownership Of Sun Life Financial Inc
2009-05-112009-03-31 13F-HRIcon Advisers IncInstitution 20,500New Holding20,500100 %$493,025$555,550$62,52512.68 % $62,525 History of Icon Advisers Inc Ownership Of Sun Life Financial Inc
2009-05-112009-03-31 13F-HRIg Investment Management LtdInstitution 11,267,391Added More167,3581.50 %$270,980,754$305,346,296$34,365,54312.68 % $510,442 History of Ig Investment Management Ltd Ownership Of Sun Life Financial Inc
2009-05-112009-03-31 13F-HRPlacemark Investments IncInstitution 443,724Added More38,5939.52 %$10,671,562$12,024,920$1,353,35812.68 % $117,709 History of Placemark Investments Inc Ownership Of Sun Life Financial Inc
2009-05-112009-03-31 13F-HRPnc Financial Services Group IncInstitution 21,228Sold Some-1,606-7.03 %$510,533$575,279$64,74512.68 % $-4,898 History of Pnc Financial Services Group Inc Ownership Of Sun Life Financial Inc
2009-05-112008-12-31 13F-HR/AFranklin Resources IncInstitution 3,287,152New Holding3,287,152100 %$79,056,006$89,081,819$10,025,81412.68 % $10,025,814 History of Franklin Resources Inc Ownership Of Sun Life Financial Inc
2009-05-082009-03-31 13F-HRApg All Pensions GroupInstitution 1,767,031No Change00 %$45,359,686$47,886,540$2,526,8545.57 % $0 History of Apg All Pensions Group Ownership Of Sun Life Financial Inc
2009-05-082009-03-31 13F-HRDimensional Fund Advisors IncInstitution Sold All-2,938,781-100 %5.57 % $-4,202,457 History of Dimensional Fund Advisors Inc Ownership Of Sun Life Financial Inc
2009-05-082009-03-31 13F-HRGlenmede Trust Co NaInstitution 10,373Sold Some-500-4.59 %$266,275$281,108$14,8335.57 % $-715 History of Glenmede Trust Co Na Ownership Of Sun Life Financial Inc
2009-05-082009-03-31 13F-HRLincluden Management LtdInstitution 1,204,115Added More39,6403.40 %$30,909,632$32,631,517$1,721,8845.57 % $56,685 History of Lincluden Management Ltd Ownership Of Sun Life Financial Inc
2009-05-082009-03-31 13F-HRLoyalis Financial Services NvInstitution Sold All-8,868-100 %5.57 % $-12,681 History of Loyalis Financial Services Nv Ownership Of Sun Life Financial Inc
2009-05-082009-03-31 13F-HRMackenzie Financial CorpInstitution 6,253,784Sold Some-3,149,338-33.49 %$160,534,635$169,477,546$8,942,9115.57 % $-4,503,553 History of Mackenzie Financial Corp Ownership Of Sun Life Financial Inc
2009-05-082009-03-31 13F-HRMenta Capital LlcInstitution Sold All-31,800-100 %5.57 % $-45,474 History of Menta Capital Llc Ownership Of Sun Life Financial Inc
2009-05-082009-03-31 13F-HROrrstown Financial Services IncInstitution 3,321No Change00 %$85,250$89,999$4,7495.57 % $0 History of Orrstown Financial Services Inc Ownership Of Sun Life Financial Inc
2009-05-072009-03-31 13F-HRDearborn Partners LlcInstitution 1,029No Change00 %$24,830$27,886$3,05612.30 % $0 History of Dearborn Partners Llc Ownership Of Sun Life Financial Inc
2009-05-072009-03-31 13F-HR/AFounders Bank And TrustInstitution 760No Change00 %$18,339$20,596$2,25712.30 % $0 History of Founders Bank And Trust Ownership Of Sun Life Financial Inc
2009-05-072009-03-31 13F-HRYmphony Asset Management LlcInstitution Sold All-12,203-100 %12.30 % $-36,243 History of Ymphony Asset Management Llc Ownership Of Sun Life Financial Inc
2009-05-072009-02-28 N-CSRSIshares Inc-Msci AustraliaSpecialty & Misc Sold All-967,274-100 %12.30 % $-2,872,804 History of Ishares Inc-Msci Australia Ownership Of Sun Life Financial Inc
2009-05-072009-02-28 N-CSRSJohn Hancock Funds Ii-Core Equity FundLarge-Cap Core 360New Holding360100 %$8,687$9,756$1,06912.30 % $1,069 History of John Hancock Funds Ii-Core Equity Fund Ownership Of Sun Life Financial Inc
2009-05-072009-02-28 N-CSRSJohn Hancock Funds Ii-Fundamental Value FundLarge-Cap Core 57,195New Holding57,195100 %$1,380,115$1,549,985$169,86912.30 % $169,869 History of John Hancock Funds Ii-Fundamental Value Fund Ownership Of Sun Life Financial Inc
2009-05-072009-02-28 N-CSRJohn Hancock Funds Iii-International Allocation PortfolioGlobal Flex Port 137,600New Holding137,600100 %$3,320,288$3,728,960$408,67212.30 % $408,672 History of John Hancock Funds Iii-International Allocation Portfolio Ownership Of Sun Life Financial Inc
2009-05-062009-03-31 13F-HRCommerce Bank N AInstitution Sold All-9,091-100 %5.94 % $-13,818 History of Commerce Bank N A Ownership Of Sun Life Financial Inc
2009-05-062009-02-28 N-CSRGmo Trust-Gmo International Core Equity FundMulti-Cap Core Sold All-275,300-100 %5.94 % $-418,456 History of Gmo Trust-Gmo International Core Equity Fund Ownership Of Sun Life Financial Inc
2009-05-062009-02-28 N-CSRGmo Trust-Gmo International Intrinsic Value FundMulti-Cap Value Sold All-527,000-100 %5.94 % $-801,040 History of Gmo Trust-Gmo International Intrinsic Value Fund Ownership Of Sun Life Financial Inc
2009-05-062009-02-28 N-CSRGmo Trust-Gmo Value FundMulti-Cap Value Sold All-55,700-100 %5.94 % $-84,664 History of Gmo Trust-Gmo Value Fund Ownership Of Sun Life Financial Inc
2009-05-062009-02-28 N-CSRTrust For Professional Managers-Alternative Strategies Mutual FundNo Data 300No Compare$7,674$8,130$4565.94 % History of Trust For Professional Managers-Alternative Strategies Mutual Fund Ownership Of Sun Life Financial Inc
2009-05-062009-02-28 N-CSRSTrust For Professional Managers-Bristlecone FundNo Data Sold All-300-100 %5.94 % $-456 History of Trust For Professional Managers-Bristlecone Fund Ownership Of Sun Life Financial Inc
2009-05-052009-03-31 13F-HRIng Investment Management CoInstitution 47,000New Holding47,000100 %$1,179,700$1,273,700$94,0007.96 % $94,000 History of Ing Investment Management Co Ownership Of Sun Life Financial Inc
2009-05-042009-03-31 13F-HRAllied Irish Banks PlcInstitution Sold All-256-100 %8.18 % $-525 History of Allied Irish Banks Plc Ownership Of Sun Life Financial Inc
2009-05-042009-03-31 13F-HRBank Of HawaiiInstitution Sold All-4,702-100 %8.18 % $-9,639 History of Bank Of Hawaii Ownership Of Sun Life Financial Inc
2009-05-042009-03-31 13F-HRBank Of New York Mellon CorpInstitution 45,389Sold Some-6,837-13.09 %$1,136,994$1,230,042$93,0478.18 % $-14,016 History of Bank Of New York Mellon Corp Ownership Of Sun Life Financial Inc
2009-05-042009-03-31 13F-HRChwab Charles Investment Management IncInstitution 104,547Sold Some-3,422-3.16 %$2,618,902$2,833,224$214,3218.18 % $-7,015 History of Chwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc
2009-05-042009-03-31 13F-HRWells Fargo And CoInstitution 59,595Added More2,3064.02 %$1,492,855$1,615,025$122,1708.18 % $4,727 History of Wells Fargo And Co Ownership Of Sun Life Financial Inc
2009-05-042009-02-28 N-CSRSAlliancebernstein Pooling Portfolios-Alliancebernstein International Value PortfolioInternational Large-Cap Value 112,900No Change00 %$2,828,145$3,059,590$231,4458.18 % $0 History of Alliancebernstein Pooling Portfolios-Alliancebernstein International Value Portfolio Ownership Of Sun Life Financial Inc
2009-05-012009-03-31 13F-HRBlackrock Advisors LlcInstitution 63,300Added More22,30054.39 %$1,498,944$1,715,430$216,48614.44 % $76,266 History of Blackrock Advisors Llc Ownership Of Sun Life Financial Inc
2009-05-012009-03-31 13F-HRBlackrock Group LtdInstitution 125,548Added More13,30011.84 %$2,972,977$3,402,351$429,37414.44 % $45,486 History of Blackrock Group Ltd Ownership Of Sun Life Financial Inc
2009-05-012009-03-31 13F-HRBlackrock Investment Management LlcInstitution 748,536Added More300,20066.95 %$17,725,332$20,285,326$2,559,99314.44 % $1,026,684 History of Blackrock Investment Management Llc Ownership Of Sun Life Financial Inc
2009-05-012009-03-31 13F-HRMerrill Lynch Mercury Asset Management Japan LtdInstitution 484,283Added More91,10023.16 %$11,467,821$13,124,069$1,656,24814.44 % $311,562 History of Merrill Lynch Mercury Asset Management Japan Ltd Ownership Of Sun Life Financial Inc
2009-04-302009-03-31 13F-HRBaxter Bros IncInstitution Sold All-14,399-100 %16.70 % $-55,868 History of Baxter Bros Inc Ownership Of Sun Life Financial Inc
2009-04-302009-03-31 13F-HR/AM And T Bank CorpInstitution 2,592No Change00 %$60,186$70,243$10,05716.70 % $0 History of M And T Bank Corp Ownership Of Sun Life Financial Inc
2009-04-302009-03-31 13F-HRManufactureres Life Insurance CoInstitution 17,479,822Added More10,201,208140.15 %$405,881,467$473,703,176$67,821,70916.70 % $39,580,687 History of Manufactureres Life Insurance Co Ownership Of Sun Life Financial Inc
2009-04-302009-03-31 13F-HRRegions Financial CorpInstitution 25,824Sold Some-1,767-6.40 %$599,633$699,830$100,19716.70 % $-6,856 History of Regions Financial Corp Ownership Of Sun Life Financial Inc
2009-04-292009-03-31 13F-HREcurity National Trust CoInstitution 600No Change00 %$14,160$16,260$2,10014.83 % $0 History of Ecurity National Trust Co Ownership Of Sun Life Financial Inc
2009-04-292009-03-31 13F-HRSandy Spring BankNo Data 1,792Sold Some-95-5.03 %$42,291$48,563$6,27214.83 % $-333 History of Sandy Spring Bank Ownership Of Sun Life Financial Inc
2009-04-292009-02-28 N-QValic Co I-Social Awareness FundMixed-Asset Target Allocation Growth 12,600New Holding12,600100 %$297,360$341,460$44,10014.83 % $44,100 History of Valic Co I-Social Awareness Fund Ownership Of Sun Life Financial Inc
2009-04-272009-03-31 13F-HRNatcan Investment Management IncInstitution 2,743,976Sold Some-443,784-13.92 %$63,385,846$74,361,750$10,975,90417.31 % $-1,775,136 History of Natcan Investment Management Inc Ownership Of Sun Life Financial Inc
2009-04-242009-03-31 13F-HROxford Asset ManagementInstitution 41,398New Holding41,398100 %$967,471$1,121,886$154,41515.96 % $154,415 History of Oxford Asset Management Ownership Of Sun Life Financial Inc
2009-04-232009-03-31 13F-HRRoyal Trust Corp Of CanadaInstitution 28,172Added More2,92811.59 %$644,294$763,461$119,16818.49 % $12,385 History of Royal Trust Corp Of Canada Ownership Of Sun Life Financial Inc
2009-04-222009-03-31 13F-HRWelch And Forbes LlcInstitution Sold All-8,801-100 %22.67 % $-44,093 History of Welch And Forbes Llc Ownership Of Sun Life Financial Inc
2009-04-212009-03-31 13F-HRCapital City Trust CoInstitution 4,379No Change00 %$100,892$118,671$17,77917.62 % $0 History of Capital City Trust Co Ownership Of Sun Life Financial Inc
2009-04-212009-03-31 13F-HRFirstmerit Bank N A TrusteeInstitution Sold All-14,664-100 %17.62 % $-59,536 History of Firstmerit Bank N A Trustee Ownership Of Sun Life Financial Inc
2009-04-212009-03-31 13F-HRHennessy Advisors IncInstitution 73,500Sold Some-4,400-5.64 %$1,693,440$1,991,850$298,41017.62 % $-17,864 History of Hennessy Advisors Inc Ownership Of Sun Life Financial Inc
2009-04-212009-03-31 13F-HRMotcoInstitution 400New Holding400100 %$9,216$10,840$1,62417.62 % $1,624 History of Motco Ownership Of Sun Life Financial Inc
2009-04-162009-03-31 13F-HRChroder Investment Management GroupInstitution 2,000No Change00 %$54,200- % History of Chroder Investment Management Group Ownership Of Sun Life Financial Inc
2009-04-162009-03-31 13F-HRHexavest IncInstitution 7,084No Change00 %$191,976- % History of Hexavest Inc Ownership Of Sun Life Financial Inc
2009-04-152009-03-31 13F-HRCi Investments IncInstitution 1,500New Holding1,500100 %$34,365$40,650$6,28518.28 % $6,285 History of Ci Investments Inc Ownership Of Sun Life Financial Inc
2009-04-152009-03-31 13F-HRFirst Horizon National CorpInstitution 4,181No Change00 %$95,787$113,305$17,51818.28 % $0 History of First Horizon National Corp Ownership Of Sun Life Financial Inc
2009-04-142009-03-31 13F-HRTonebridge Capital Management IncInstitution Sold All-9,000-100 %25.40 % $-49,410 History of Tonebridge Capital Management Inc Ownership Of Sun Life Financial Inc
2009-04-142009-03-31 13F-HRWedbush Morgan Securities IncInstitution 13,000No Change00 %$280,930$352,300$71,37025.40 % $0 History of Wedbush Morgan Securities Inc Ownership Of Sun Life Financial Inc
2009-04-132009-03-31 13F-HRParametric Portfolio AssociateInstitution 39,315Added More16,56772.82 %$866,109$1,065,437$199,32723.01 % $83,995 History of Parametric Portfolio Associate Ownership Of Sun Life Financial Inc
2009-04-092009-03-31 13F-HRBeutel Goodman And Co LtdInstitution Sold All-6,204,720-100 %24.31 % $-32,885,016 History of Beutel Goodman And Co Ltd Ownership Of Sun Life Financial Inc
2009-04-092008-09-30 13F-HR/AHm Capital Management LlcInstitution 1,300New Holding1,300100 %$28,340$35,230$6,89024.31 % $6,890 History of Hm Capital Management Llc Ownership Of Sun Life Financial Inc
2009-04-082006-12-31 13F-HR/ABryn Mawr Capital Management IncInstitution Sold All-25,600-100 %34.22 % $-176,896 History of Bryn Mawr Capital Management Inc Ownership Of Sun Life Financial Inc
2009-04-072009-03-31 13F-HRAssociated Banc CorpInstitution Sold All-9,712-100 %41.44 % $-77,113 History of Associated Banc Corp Ownership Of Sun Life Financial Inc
2009-04-072009-03-31 13F-HRCapstone Asset Management CoInstitution 29,195Added More2,0407.51 %$559,376$791,185$231,80841.44 % $16,198 History of Capstone Asset Management Co Ownership Of Sun Life Financial Inc
2009-04-072009-03-31 13F-HRTerre Haute First National BankInstitution 1,998No Change00 %$38,282$54,146$15,86441.44 % $0 History of Terre Haute First National Bank Ownership Of Sun Life Financial Inc
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
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