| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
History |
|---|
| 2009-07-01 | 2009-04-30 | N-CSR | Mtb Group Of Funds-Mtb International Equity Fund | International 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 |
| 2009-06-30 | 2008-09-30 | 13F-HR/A | Russell Frank Co | Institution | 2,118,320 | New Holding | 2,118,320 | 100 % | $57,025,174 | $57,406,472 | $381,298 | 0.66 % | $381,298 | | | | | | History of Russell Frank Co Ownership Of Sun Life Financial Inc |
| 2009-06-29 | 2009-04-30 | N-CSRS | Fidelity Advisor Series Viii-Japan Fund | Japanese | 400,000 | New Holding | 400,000 | 100 % | $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 |
| 2009-06-29 | 2009-04-30 | N-Q | Ishares Trust-Ishares Msci Acwi Ex Us Index Fund | No Data | 17,850 | Added More | 11,730 | 191.66 % | $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 |
| 2009-06-29 | 2009-04-30 | N-Q | Ishares Trust-Ishares Msci Acwi Index Fund | No Data | 6,955 | Added More | 2,140 | 44.44 % | $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 |
| 2009-06-29 | 2009-04-30 | N-Q | Ishares Trust-Ishares Msci Kokusai Index Fund | No Data | 2,717 | Added More | 1,881 | 225.00 % | $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 |
| 2009-06-26 | 2009-04-30 | N-CSRS | Idex Mutual Fds-Transamerica Thornburg International Value | No 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 |
| 2009-06-26 | 2009-04-30 | N-CSRS | Idex Mutual Fds-Transamerica Wmc Emerging Market | No Data | 26,340 | New Holding | 26,340 | 100 % | $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 |
| 2009-06-26 | 2008-12-31 | 13F-HR/A | Legal And General Group Plc | Institution | 1,768,887 | Added More | 29,500 | 1.69 % | $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 |
| 2009-06-26 | 2008-09-30 | 13F-HR/A | Legal And General Group Plc | Institution | 1,739,387 | Sold 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 |
| 2009-06-26 | 2008-06-30 | 13F-HR/A | Legal And General Group Plc | Institution | 1,793,587 | Added More | 139,200 | 8.41 % | $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 |
| 2009-06-26 | 2008-03-31 | 13F-HR/A | Legal And General Group Plc | Institution | 1,654,387 | Added More | 24,103 | 1.47 % | $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 |
| 2009-06-26 | 2007-12-31 | 13F-HR/A | Legal And General Group Plc | Institution | 1,630,284 | Added More | 278,996 | 20.64 % | $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 |
| 2009-06-10 | 2009-03-31 | N-CSR | Value Line Asset Allocation Fund Inc-Value Line Asset Allocation Fund Inc | Mixed-Asset Target Allocation Growth | 7,000 | No Change | 0 | 0 % | $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 |
| 2009-06-05 | 2009-03-31 | 13F-HR/A | Amvescap Plc | Institution | 3,161,820 | Added More | 1,589,044 | 101.03 % | $86,001,504 | $85,685,322 | $-316,182 | -0.36 % | $-158,904 | | | | | | History of Amvescap Plc Ownership Of Sun Life Financial Inc |
| 2009-06-05 | 2009-03-31 | N-CSRS | Calvert Social Investment Fund-Equity Portfolio | Multi-Cap Core | | Sold All | -4,800 | -100 % | | | | -0.36 % | $480 | | | | | | History of Calvert Social Investment Fund-Equity Portfolio Ownership Of Sun Life Financial Inc |
| 2009-06-05 | 2009-03-31 | N-CSR | Mgi Funds-Mgi Us Large Cap Value Equity Fund | Large-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 |
| 2009-06-04 | 2009-03-31 | N-CSRS | Treettracks Index Shares Funds-Spdr Japan Etf | Japanese | 17,466 | Sold 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 |
| 2009-06-02 | 2006-12-31 | 13F-HR | Sandy Spring Bank | No Data | 1,881 | Sold Some | -113 | -5.66 % | $53,063 | $50,975 | $-2,088 | -3.93 % | $125 | | | | | | History of Sandy Spring Bank Ownership Of Sun Life Financial Inc |
| 2009-06-02 | 2006-09-30 | 13F-HR | Sandy Spring Bank | No Data | 1,994 | No Change | 0 | 0 % | $56,251 | $54,037 | $-2,213 | -3.93 % | $0 | | | | | | History of Sandy Spring Bank Ownership Of Sun Life Financial Inc |
| 2009-06-02 | 2006-06-30 | 13F-HR | Sandy Spring Bank | No Data | 1,994 | No Change | 0 | 0 % | $56,251 | $54,037 | $-2,213 | -3.93 % | $0 | | | | | | History of Sandy Spring Bank Ownership Of Sun Life Financial Inc |
| 2009-06-02 | 2006-03-31 | 13F-HR | Sandy Spring Bank | No Data | 1,994 | No Change | 0 | 0 % | $56,251 | $54,037 | $-2,213 | -3.93 % | $0 | | | | | | History of Sandy Spring Bank Ownership Of Sun Life Financial Inc |
| 2009-06-02 | 2005-12-31 | 13F-HR | Sandy Spring Bank | No Data | 1,994 | No Compare | | | $56,251 | $54,037 | $-2,213 | -3.93 % | | | | | | | History of Sandy Spring Bank Ownership Of Sun Life Financial Inc |
| 2009-06-01 | 2009-03-31 | N-Q | Advanced Series Trust-Ast Global Allocation Portfolio | Global Flex Port | 27,400 | New Holding | 27,400 | 100 % | $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 |
| 2009-06-01 | 2009-03-31 | N-Q | Massmutual Select Funds-Massmutual Select Diversified International Fund | Global Flex Port | 22,035 | No Change | 0 | 0 % | $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 |
| 2009-06-01 | 2009-03-31 | N-Q | Massmutual Select Funds-Massmutual Select Large Cap Value Fund | Large-Cap Core | 39,900 | No Change | 0 | 0 % | $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 |
| 2009-06-01 | 2009-03-31 | N-Q | Massmutual Select Funds-Massmutual Select Overseas Fund | International 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 |
| 2009-06-01 | 2009-03-31 | N-Q | Prudential Series Fund-Sp Davis Value Portfolio | Multi-Cap Value | 9,100 | Sold 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 |
| 2009-06-01 | 2009-03-31 | N-Q | Value Line Premier Growth Fund Inc-Value Line Premier Growth Fund Inc | Large-Cap Growth | 24,100 | No Change | 0 | 0 % | $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 |
| 2009-06-01 | 2009-03-31 | N-Q | Value Line Strategic Asset Management Trust-Value Line Strategic Asset Management Trust | Multi-Cap Value | 32,000 | No Change | 0 | 0 % | $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 |
| 2009-05-29 | 2009-03-31 | N-Q | Alliancebernstein Variable Products Series Fund Inc-Alliancebernstein Balanced Wealth Strategy Portfolio | Flexible Portfolio | 5,200 | Added More | 3,700 | 246.66 % | $137,176 | $140,920 | $3,744 | 2.72 % | $2,664 | | | | | | History of Alliancebernstein Variable Products Series Fund Inc-Alliancebernstein Balanced Wealth Strategy Portfolio Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | N-Q | Alliancebernstein Variable Products Series Fund Inc-Alliancebernstein International Value Portfolio | Multi-Cap Value | 489,700 | New Holding | 489,700 | 100 % | $12,918,286 | $13,270,870 | $352,584 | 2.72 % | $352,584 | | | | | | History of Alliancebernstein Variable Products Series Fund Inc-Alliancebernstein International Value Portfolio Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | N-Q | Allianz Variable Insurance Products Trust-Azl Davis Ny Venture Fund | Specialty & Misc | 26,100 | No Change | 0 | 0 % | $688,518 | $707,310 | $18,792 | 2.72 % | $0 | | | | | | History of Allianz Variable Insurance Products Trust-Azl Davis Ny Venture Fund Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | N-Q | American Century Variable Portfolios Inc-Vp Balanced Fund | Flexible 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 |
| 2009-05-29 | 2009-03-31 | 13F-HR/A | Credit Agricole S A | Institution | 227,354 | Added More | 99,923 | 78.41 % | $5,997,599 | $6,161,293 | $163,695 | 2.72 % | $71,945 | | | | | | History of Credit Agricole S A Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | N-Q | Dws Variable Series Ii-Dws Balanced Vip | Flexible Portfolio | 300 | No Change | 0 | 0 % | $7,914 | $8,130 | $216 | 2.72 % | $0 | | | | | | History of Dws Variable Series Ii-Dws Balanced Vip Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | N-Q | Dws Variable Series Ii-Dws Davis Venture Value Vip | Multi-Cap Value | 6,670 | Sold Some | -700 | -9.49 % | $175,955 | $180,757 | $4,802 | 2.72 % | $-504 | | | | | | History of Dws Variable Series Ii-Dws Davis Venture Value Vip Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | N-Q | Eq Advisors Trust-Eqboston Advisors Equity Income Portfolio | Equity 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 |
| 2009-05-29 | 2009-03-31 | N-Q | Eq Advisors Trust-Eqdavis New York Venture Portfolio | Specialty & Misc | 16,435 | Sold Some | -33,900 | -67.34 % | $433,555 | $445,389 | $11,833 | 2.72 % | $-24,408 | | | | | | History of Eq Advisors Trust-Eqdavis New York Venture Portfolio Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | 13F-HR/A | Fidelity International Ltd | Institution | | Sold All | -24,120 | -100 % | | | | 2.72 % | $-17,366 | | | | | | History of Fidelity International Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | 13F-HR/A | Fmr Corp | Institution | 12,407,139 | Added More | 2,683,925 | 27.60 % | $327,300,327 | $336,233,467 | $8,933,140 | 2.72 % | $1,932,426 | | | | | | History of Fmr Corp Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | N-Q | John Hancock Funds Ii-Core Equity Fund | Large-Cap Core | | Sold All | -360 | -100 % | | | | 2.72 % | $-259 | | | | | | History of John Hancock Funds Ii-Core Equity Fund Ownership Of Sun Life Financial Inc |
| 2009-05-29 | 2009-03-31 | N-Q | John Hancock Trust-Fundamental Value Trust | Multi-Cap Value | 91,179 | No Change | 0 | 0 % | $2,405,302 | $2,470,951 | $65,649 | 2.72 % | $0 | | | | | | History of John Hancock Trust-Fundamental Value Trust Ownership Of Sun Life Financial Inc |
| 2009-05-28 | 2009-03-31 | 13F-HR/A | Bank Of America Corp | Institution | | Sold All | -109,757 | -100 % | | | | 6.14 % | $-172,318 | | | | | | History of Bank Of America Corp Ownership Of Sun Life Financial Inc |
| 2009-05-28 | 2009-03-31 | 13F-HR/A | Clearbridge Advisors Llc | Institution | 1,943 | No Change | 0 | 0 % | $49,605 | $52,655 | $3,051 | 6.14 % | $0 | | | | | | History of Clearbridge Advisors Llc Ownership Of Sun Life Financial Inc |
| 2009-05-28 | 2009-03-31 | 13F-HR/A | Merrill Lynch And Co Inc | Institution | | Sold All | -54,092 | -100 % | | | | 6.14 % | $-84,924 | | | | | | History of Merrill Lynch And Co Inc Ownership Of Sun Life Financial Inc |
| 2009-05-28 | 2009-03-31 | N-Q | Mma Praxis Mutual Funds-Mma Praxis Core Stock Fund | Large-Cap Core | 11,600 | No Change | 0 | 0 % | $296,148 | $314,360 | $18,212 | 6.14 % | $0 | | | | | | History of Mma Praxis Mutual Funds-Mma Praxis Core Stock Fund Ownership Of Sun Life Financial Inc |
| 2009-05-27 | 2009-03-31 | N-Q | Mml Series Investment Fund-Mml Emerging Growth Fund | Emerging 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 |
| 2009-05-27 | 2009-03-31 | N-Q | Mml Series Investment Fund-Mml Large Cap Value Fund | Large-Cap Value | 9,840 | No Change | 0 | 0 % | $240,785 | $266,664 | $25,879 | 10.74 % | $0 | | | | | | History of Mml Series Investment Fund-Mml Large Cap Value Fund Ownership Of Sun Life Financial Inc |
| 2009-05-26 | 2009-03-31 | 13F-HR | Cibc World Markets Inc | Institution | 1,227,002 | Sold Some | -224,045 | -15.44 % | $31,313,091 | $33,251,754 | $1,938,663 | 6.19 % | $-353,991 | | | | | | History of Cibc World Markets Inc Ownership Of Sun Life Financial Inc |
| 2009-05-26 | 2009-03-31 | 13F-HR | Qa3 Financial Llc | No Data | 224 | Added More | 219 | 4380.00 % | $5,716 | $6,070 | $354 | 6.19 % | $346 | | | | | | History of Qa3 Financial Llc Ownership Of Sun Life Financial Inc |
| 2009-05-26 | 2009-03-31 | 13F-HR/A | Royal Bank Of Canada Investment Management Uk Ltd | Institution | 800 | No Change | 0 | 0 % | $20,416 | $21,680 | $1,264 | 6.19 % | $0 | | | | | | History of Royal Bank Of Canada Investment Management Uk Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-26 | 2009-03-31 | 13F-HR/A | Td Asset Management Inc | Institution | 15,588,857 | Added More | 633,428 | 4.23 % | $397,827,631 | $422,458,025 | $24,630,394 | 6.19 % | $1,000,816 | | | | | | History of Td Asset Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-26 | 2009-03-31 | 13F-HR/A | Td Asset Management Usa Inc | Institution | 33,190 | Sold Some | -3,135 | -8.63 % | $847,009 | $899,449 | $52,440 | 6.19 % | $-4,953 | | | | | | History of Td Asset Management Usa Inc Ownership Of Sun Life Financial Inc |
| 2009-05-22 | 2009-03-31 | N-CSRS | Icon Funds-Icon Equity Income Fund | Equity Income | 20,500 | New Holding | 20,500 | 100 % | $491,180 | $555,550 | $64,370 | 13.10 % | $64,370 | | | | | | History of Icon Funds-Icon Equity Income Fund Ownership Of Sun Life Financial Inc |
| 2009-05-19 | 2009-03-31 | 13F-HR | Provident Trust Co | Institution | 7 | Sold Some | -3 | -30.00 % | $169 | $190 | $21 | 12.26 % | $-9 | | | | | | History of Provident Trust Co Ownership Of Sun Life Financial Inc |
| 2009-05-19 | 2009-03-31 | 13F-HR/A | Wilmington Trust Co | Institution | 845 | No Change | 0 | 0 % | $20,398 | $22,900 | $2,501 | 12.26 % | $0 | | | | | | History of Wilmington Trust Co Ownership Of Sun Life Financial Inc |
| 2009-05-18 | 2009-03-31 | 13F-HR | Davidson D A And Co | Institution | | Sold All | -84 | -100 % | | | | 8.92 % | $-186 | | | | | | History of Davidson D A And Co Ownership Of Sun Life Financial Inc |
| 2009-05-18 | 2009-03-31 | 13F-HR | Value Line Inc | Institution | 63,100 | No Change | 0 | 0 % | $1,569,928 | $1,710,010 | $140,082 | 8.92 % | $0 | | | | | | History of Value Line Inc Ownership Of Sun Life Financial Inc |
| 2009-05-18 | 2008-12-31 | 13F-HR/A | Value Line Inc | Institution | 63,100 | No Change | 0 | 0 % | $1,569,928 | $1,710,010 | $140,082 | 8.92 % | $0 | | | | | | History of Value Line Inc Ownership Of Sun Life Financial Inc |
| 2009-05-18 | 2008-09-30 | 13F-HR/A | Value Line Inc | Institution | 63,100 | No Change | 0 | 0 % | $1,569,928 | $1,710,010 | $140,082 | 8.92 % | $0 | | | | | | History of Value Line Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-05-15 | 13F-HR | Credit Suisse | Institution | | Sold All | -10,281 | -100 % | | | | 18.65 % | $-43,797 | | | | | | History of Credit Suisse Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Aic Ltd | Institution | 1,643,883 | Added More | 60 | 0.00 % | $37,546,288 | $44,549,229 | $7,002,942 | 18.65 % | $256 | | | | | | History of Aic Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Axa | Institution | 19,322 | Sold Some | -8,271 | -29.97 % | $441,314 | $523,626 | $82,312 | 18.65 % | $-35,234 | | | | | | History of Axa Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Bank Of Nova Scotia | Institution | 10,651,493 | Added More | 69,700 | 0.65 % | $243,280,100 | $288,655,460 | $45,375,360 | 18.65 % | $296,922 | | | | | | History of Bank Of Nova Scotia Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Bank Of Nova Scotia Trust Co | Institution | 238,266 | Added More | 58,753 | 32.72 % | $5,441,995 | $6,457,009 | $1,015,013 | 18.65 % | $250,288 | | | | | | History of Bank Of Nova Scotia Trust Co Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Batterymarch Financial Management Inc | Institution | 24,900 | New Holding | 24,900 | 100 % | $568,716 | $674,790 | $106,074 | 18.65 % | $106,074 | | | | | | History of Batterymarch Financial Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Black River Asset Management Llc | Institution | 3,100 | Added More | 800 | 34.78 % | $70,804 | $84,010 | $13,206 | 18.65 % | $3,408 | | | | | | History of Black River Asset Management Llc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Blair William And Co | Institution | 11,533 | No Change | 0 | 0 % | $263,414 | $312,544 | $49,131 | 18.65 % | $0 | | | | | | History of Blair William And Co Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Caisse De Depot Et Placement Du Quebec | Institution | 6,416,055 | Sold Some | -305,491 | -4.54 % | $146,542,696 | $173,875,091 | $27,332,394 | 18.65 % | $-1,301,392 | | | | | | History of Caisse De Depot Et Placement Du Quebec Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Canada Pension Plan Investment Board | Institution | 101,610 | Sold Some | -536,235 | -84.06 % | $2,320,772 | $2,753,631 | $432,859 | 18.65 % | $-2,284,361 | | | | | | History of Canada Pension Plan Investment Board Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Capital Guardian Trust Co | Institution | | Sold All | -556,600 | -100 % | | | | 18.65 % | $-2,371,116 | | | | | | History of Capital Guardian Trust Co Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Capital International Ltd | Institution | 2,900 | Sold Some | -117,600 | -97.59 % | $66,236 | $78,590 | $12,354 | 18.65 % | $-500,976 | | | | | | History of Capital International Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Citigroup Inc | Institution | 99,191 | Added More | 12,829 | 14.85 % | $2,265,522 | $2,688,076 | $422,554 | 18.65 % | $54,652 | | | | | | History of Citigroup Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Cotia Capital Inc | Institution | 439,353 | Sold Some | -6,665 | -1.49 % | $10,034,823 | $11,906,466 | $1,871,644 | 18.65 % | $-28,393 | | | | | | History of Cotia Capital Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Cotia Cassels Investment Counsel Ltd | Institution | 2,761,152 | Sold Some | -257,167 | -8.52 % | $63,064,712 | $74,827,219 | $11,762,508 | 18.65 % | $-1,095,531 | | | | | | History of Cotia Cassels Investment Counsel Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | F And C Asset Management Plc | Institution | 144,960 | Added More | 44,050 | 43.65 % | $3,310,886 | $3,928,416 | $617,530 | 18.65 % | $187,653 | | | | | | History of F And C Asset Management Plc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Fifth Third Bancorp | Institution | 17,161 | Sold Some | -2,057 | -10.70 % | $391,957 | $465,063 | $73,106 | 18.65 % | $-8,763 | | | | | | History of Fifth Third Bancorp Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Ghp Investment Advisors Inc | Institution | 119 | No Change | 0 | 0 % | $2,718 | $3,225 | $507 | 18.65 % | $0 | | | | | | History of Ghp Investment Advisors Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Harris Financial Corp | Institution | 18,002,840 | Sold Some | -453,914 | -2.45 % | $411,184,866 | $487,876,964 | $76,692,098 | 18.65 % | $-1,933,674 | | | | | | History of Harris Financial Corp Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Haw D E And Co Inc | Institution | 159,200 | New Holding | 159,200 | 100 % | $3,636,128 | $4,314,320 | $678,192 | 18.65 % | $678,192 | | | | | | History of Haw D E And Co Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Hsbc Holdings Plc | Institution | 228,399 | Sold Some | -84,485 | -27.00 % | $5,216,633 | $6,189,613 | $972,980 | 18.65 % | $-359,906 | | | | | | History of Hsbc Holdings Plc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Ing Investment Management Inc | Institution | 1,328,570 | Added More | 112,700 | 9.26 % | $30,344,539 | $36,004,247 | $5,659,708 | 18.65 % | $480,102 | | | | | | History of Ing Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Jane Street Holding Llc | Institution | | Sold All | -9,440 | -100 % | | | | 18.65 % | $-40,214 | | | | | | History of Jane Street Holding Llc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Jgd Management Corp | Institution | | Sold All | -1,013,000 | -100 % | | | | 18.65 % | $-4,315,380 | | | | | | History of Jgd Management Corp Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Legal And General Group Plc | Institution | 1,853,877 | Added More | 84,990 | 4.80 % | $42,342,551 | $50,240,067 | $7,897,516 | 18.65 % | $362,057 | | | | | | History of Legal And General Group Plc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Managed Account Advisors Llc | Institution | | Sold All | -1,204 | -100 % | | | | 18.65 % | $-5,129 | | | | | | History of Managed Account Advisors Llc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Millennium Management Llc | Institution | 113,551 | New Holding | 113,551 | 100 % | $2,593,505 | $3,077,232 | $483,727 | 18.65 % | $483,727 | | | | | | History of Millennium Management Llc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Morgan Stanley | Institution | 355,543 | Added More | 152,818 | 75.38 % | $8,120,602 | $9,635,215 | $1,514,613 | 18.65 % | $651,005 | | | | | | History of Morgan Stanley Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Northern Trust Corp | Institution | 122,581 | Sold Some | -5,871 | -4.57 % | $2,799,750 | $3,321,945 | $522,195 | 18.65 % | $-25,010 | | | | | | History of Northern Trust Corp Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Peak6 Investments L P | Institution | | Sold All | -1,000 | -100 % | | | | 18.65 % | $-4,260 | | | | | | History of Peak6 Investments L P Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Rbc Dominion Securities Inc | Institution | 2,422,666 | Sold Some | -214,220 | -8.12 % | $55,333,691 | $65,654,249 | $10,320,557 | 18.65 % | $-912,577 | | | | | | History of Rbc Dominion Securities Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Russell Frank Co | Institution | 2,829,622 | Added More | 214,458 | 8.20 % | $64,628,566 | $76,682,756 | $12,054,190 | 18.65 % | $913,591 | | | | | | History of Russell Frank Co Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Sac Capital Advisors Lp | No Data | 400,000 | No Compare | | | $9,136,000 | $10,840,000 | $1,704,000 | 18.65 % | | | | | | | History of Sac Capital Advisors Lp Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Tal Global Asset Management Inc | Institution | 3,060,577 | Added More | 877,802 | 40.21 % | $69,903,579 | $82,941,637 | $13,038,058 | 18.65 % | $3,739,437 | | | | | | History of Tal Global Asset Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Telemus Investment Management Llc | Institution | | Sold All | -24,024 | -100 % | | | | 18.65 % | $-102,342 | | | | | | History of Telemus Investment Management Llc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Tratton Management Co | Institution | 123,300 | Sold Some | -1,300 | -1.04 % | $2,816,172 | $3,341,430 | $525,258 | 18.65 % | $-5,538 | | | | | | History of Tratton Management Co Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Ubs Ag | Institution | 178,761 | Added More | 21,555 | 13.71 % | $4,082,901 | $4,844,423 | $761,522 | 18.65 % | $91,824 | | | | | | History of Ubs Ag Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | Ubs Global Asset Management Americas Inc | Institution | 3,990,941 | Added More | 181,987 | 4.77 % | $91,153,092 | $108,154,501 | $17,001,409 | 18.65 % | $775,265 | | | | | | History of Ubs Global Asset Management Americas Inc Ownership Of Sun Life Financial Inc |
| 2009-05-15 | 2009-03-31 | 13F-HR | World Asset Management Inc | Institution | 74,797 | Sold Some | -2,323 | -3.01 % | $1,708,363 | $2,026,999 | $318,635 | 18.65 % | $-9,896 | | | | | | History of World Asset Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | American International Group Inc | Institution | 116,341 | Added More | 42,959 | 58.54 % | $2,687,477 | $3,152,841 | $465,364 | 17.31 % | $171,836 | | | | | | History of American International Group Inc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Aviva Plc | Institution | 175,305 | Sold Some | -82,030 | -31.87 % | $4,049,546 | $4,750,766 | $701,220 | 17.31 % | $-328,120 | | | | | | History of Aviva Plc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 23,424,213 | Added More | 1,356,417 | 6.14 % | $541,099,320 | $634,796,172 | $93,696,852 | 17.31 % | $5,425,668 | | | | | | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Bnp Paribas Arbitrage Sa | Institution | | Sold All | -477,934 | -100 % | | | | 17.31 % | $-1,911,736 | | | | | | History of Bnp Paribas Arbitrage Sa Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Credit Suisse First Boston | Institution | 64,160 | No Compare | | | $1,482,096 | $1,738,736 | $256,640 | 17.31 % | | | | | | | History of Credit Suisse First Boston Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Ctc Fund Management Llc | Institution | 200 | New Holding | 200 | 100 % | $4,620 | $5,420 | $800 | 17.31 % | $800 | | | | | | History of Ctc Fund Management Llc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Galaxy Capital Trading Ltd | Institution | 10,800 | New Holding | 10,800 | 100 % | $249,480 | $292,680 | $43,200 | 17.31 % | $43,200 | | | | | | History of Galaxy Capital Trading Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Goldman Sachs Group Inc | Institution | 229,412 | Sold Some | -124,548 | -35.18 % | $5,299,417 | $6,217,065 | $917,648 | 17.31 % | $-498,192 | | | | | | History of Goldman Sachs Group Inc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Grantham Mayo Van Otterloo And Co Llc | Institution | 1,209,600 | Sold Some | -1,900 | -0.15 % | $27,941,760 | $32,780,160 | $4,838,400 | 17.31 % | $-7,600 | | | | | | History of Grantham Mayo Van Otterloo And Co Llc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Hbk Sorce Advisory Llc | Institution | 18,000 | No Change | 0 | 0 % | $415,800 | $487,800 | $72,000 | 17.31 % | $0 | | | | | | History of Hbk Sorce Advisory Llc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Hillsdale Investment Management Inc | Institution | 12,775 | Added More | 12,375 | 3093.75 % | $295,103 | $346,203 | $51,100 | 17.31 % | $49,500 | | | | | | History of Hillsdale Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Mclean Budden Ltd | Institution | | Sold All | -12,400 | -100 % | | | | 17.31 % | $-49,600 | | | | | | History of Mclean Budden Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Public Sector Pension Investment Board | Institution | 2,558,321 | Added More | 420,500 | 19.66 % | $59,097,215 | $69,330,499 | $10,233,284 | 17.31 % | $1,682,000 | | | | | | History of Public Sector Pension Investment Board Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Rbc Capital Markets Arbitrage S A | Institution | 32,458 | New Holding | 32,458 | 100 % | $749,780 | $879,612 | $129,832 | 17.31 % | $129,832 | | | | | | History of Rbc Capital Markets Arbitrage S A Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 9,770 | Sold Some | -680 | -6.50 % | $225,687 | $264,767 | $39,080 | 17.31 % | $-2,720 | | | | | | History of Rbc Dain Rauscher Inc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR/A | Rbc Private Counsel Inc | Institution | 241,393 | Sold Some | -11,187 | -4.42 % | $5,576,178 | $6,541,750 | $965,572 | 17.31 % | $-44,748 | | | | | | History of Rbc Private Counsel Inc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Renaissance Technologies Corp | Institution | 531,100 | Added More | 44,400 | 9.12 % | $12,268,410 | $14,392,810 | $2,124,400 | 17.31 % | $177,600 | | | | | | History of Renaissance Technologies Corp Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Royal Bank Of Canada | Institution | 19,004,488 | Added More | 1,515,728 | 8.66 % | $439,003,673 | $515,021,625 | $76,017,952 | 17.31 % | $6,062,912 | | | | | | History of Royal Bank Of Canada Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Toronto Dominion Bank | Institution | 15,530,692 | Added More | 629,643 | 4.22 % | $358,758,985 | $420,881,753 | $62,122,768 | 17.31 % | $2,518,572 | | | | | | History of Toronto Dominion Bank Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Us Bancorp De | Institution | 34,008 | Sold Some | -1,150 | -3.27 % | $785,585 | $921,617 | $136,032 | 17.31 % | $-4,600 | | | | | | History of Us Bancorp De Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Weiss Asset Management Llc | Institution | 39,000 | New Holding | 39,000 | 100 % | $900,900 | $1,056,900 | $156,000 | 17.31 % | $156,000 | | | | | | History of Weiss Asset Management Llc Ownership Of Sun Life Financial Inc |
| 2009-05-14 | 2009-03-31 | 13F-HR | Weiss Capital Llc | Institution | 21,000 | New Holding | 21,000 | 100 % | $485,100 | $569,100 | $84,000 | 17.31 % | $84,000 | | | | | | History of Weiss Capital Llc Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | American Century Companies Inc | Institution | | Sold All | -111,790 | -100 % | | | | 21.36 % | $-533,238 | | | | | | History of American Century Companies Inc Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Barclays Plc | Institution | 503,769 | Sold Some | -25,977 | -4.90 % | $11,249,162 | $13,652,140 | $2,402,978 | 21.36 % | $-123,910 | | | | | | History of Barclays Plc Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Claymore Advisors Llc | Institution | 527,247 | Added More | 86,970 | 19.75 % | $11,773,426 | $14,288,394 | $2,514,968 | 21.36 % | $414,847 | | | | | | History of Claymore Advisors Llc Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | First National Bank Of Omaha | Institution | 3,906 | No Change | 0 | 0 % | $87,221 | $105,853 | $18,632 | 21.36 % | $0 | | | | | | History of First National Bank Of Omaha Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Goodman And Company Investment Counsel Ltd | Institution | | Sold All | -35,835 | -100 % | | | | 21.36 % | $-170,933 | | | | | | History of Goodman And Company Investment Counsel Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Great West Life Assurance Co | Institution | 6,938,129 | Sold Some | -737,165 | -9.60 % | $154,928,421 | $188,023,296 | $33,094,875 | 21.36 % | $-3,516,277 | | | | | | History of Great West Life Assurance Co Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | J P Morgan Chase And Co | Institution | 250,546 | Added More | 29,792 | 13.49 % | $5,594,692 | $6,789,797 | $1,195,104 | 21.36 % | $142,108 | | | | | | History of J P Morgan Chase And Co Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Letko Brosseau And Associates Inc | Institution | 5,149,453 | Added More | 1,357,847 | 35.81 % | $114,987,285 | $139,550,176 | $24,562,891 | 21.36 % | $6,476,930 | | | | | | History of Letko Brosseau And Associates Inc Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Natixi | Institution | 10,000 | New Holding | 10,000 | 100 % | $223,300 | $271,000 | $47,700 | 21.36 % | $47,700 | | | | | | History of Natixi Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Omers Administration Corp | Institution | 1,838,152 | Sold Some | -2,326,200 | -55.85 % | $41,045,934 | $49,813,919 | $8,767,985 | 21.36 % | $-11,095,974 | | | | | | History of Omers Administration Corp Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Rbc Asset Management Inc | Institution | 13,834,829 | Sold Some | -1,851,801 | -11.80 % | $308,931,732 | $374,923,866 | $65,992,134 | 21.36 % | $-8,833,091 | | | | | | History of Rbc Asset Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Rbc Private Counsel Usa Inc | Institution | 71,389 | Added More | 3,903 | 5.78 % | $1,594,116 | $1,934,642 | $340,526 | 21.36 % | $18,617 | | | | | | History of Rbc Private Counsel Usa Inc Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Royal Bank Of Canada Trust Co Ltd | Institution | 1,235 | No Change | 0 | 0 % | $27,578 | $33,469 | $5,891 | 21.36 % | $0 | | | | | | History of Royal Bank Of Canada Trust Co Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-13 | 2009-03-31 | 13F-HR | Signaturefd Llc | No Data | 200 | No Change | 0 | 0 % | $4,466 | $5,420 | $954 | 21.36 % | $0 | | | | | | History of Signaturefd Llc Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | Ameriprise Financial Inc | Institution | 84,628 | Added More | 9,500 | 12.64 % | $2,003,991 | $2,293,419 | $289,428 | 14.44 % | $32,490 | | | | | | History of Ameriprise Financial Inc Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | Comerica Bank | Institution | 52,613 | Sold Some | -286 | -0.54 % | $1,245,876 | $1,425,812 | $179,936 | 14.44 % | $-978 | | | | | | History of Comerica Bank Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | Federated Investors Inc | Institution | 56,714 | No Change | 0 | 0 % | $1,342,988 | $1,536,949 | $193,962 | 14.44 % | $0 | | | | | | History of Federated Investors Inc Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | First National Trust Co | Institution | 639 | No Change | 0 | 0 % | $15,132 | $17,317 | $2,185 | 14.44 % | $0 | | | | | | History of First National Trust Co Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | Franklin Resources Inc | Institution | 5,196,015 | Added More | 1,908,863 | 58.07 % | $123,041,635 | $140,812,007 | $17,770,371 | 14.44 % | $6,528,311 | | | | | | History of Franklin Resources Inc Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | Hartford Investment Management Co | Institution | | Sold All | -990 | -100 % | | | | 14.44 % | $-3,386 | | | | | | History of Hartford Investment Management Co Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | Kj Harrison And Partners Inc | Institution | | Sold All | -187,504 | -100 % | | | | 14.44 % | $-641,264 | | | | | | History of Kj Harrison And Partners Inc Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | National Independent Trust Co | Institution | 15,150 | No Change | 0 | 0 % | $358,752 | $410,565 | $51,813 | 14.44 % | $0 | | | | | | History of National Independent Trust Co Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR | Ontario Teachers Pension Plan Board | Institution | 65,500 | New Holding | 65,500 | 100 % | $1,551,040 | $1,775,050 | $224,010 | 14.44 % | $224,010 | | | | | | History of Ontario Teachers Pension Plan Board Ownership Of Sun Life Financial Inc |
| 2009-05-12 | 2009-03-31 | 13F-HR/A | Phillips Hager North Investment Management Ltd | Institution | 711,490 | Sold Some | -74,650 | -9.49 % | $16,848,083 | $19,281,379 | $2,433,296 | 14.44 % | $-255,303 | | | | | | History of Phillips Hager North Investment Management Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-11 | 2009-03-31 | 13F-HR | Agf Funds Inc | Institution | 2,152,102 | Added More | 169,773 | 8.56 % | $51,758,053 | $58,321,964 | $6,563,911 | 12.68 % | $517,808 | | | | | | History of Agf Funds Inc Ownership Of Sun Life Financial Inc |
| 2009-05-11 | 2009-03-31 | 13F-HR | Icon Advisers Inc | Institution | 20,500 | New Holding | 20,500 | 100 % | $493,025 | $555,550 | $62,525 | 12.68 % | $62,525 | | | | | | History of Icon Advisers Inc Ownership Of Sun Life Financial Inc |
| 2009-05-11 | 2009-03-31 | 13F-HR | Ig Investment Management Ltd | Institution | 11,267,391 | Added More | 167,358 | 1.50 % | $270,980,754 | $305,346,296 | $34,365,543 | 12.68 % | $510,442 | | | | | | History of Ig Investment Management Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-11 | 2009-03-31 | 13F-HR | Placemark Investments Inc | Institution | 443,724 | Added More | 38,593 | 9.52 % | $10,671,562 | $12,024,920 | $1,353,358 | 12.68 % | $117,709 | | | | | | History of Placemark Investments Inc Ownership Of Sun Life Financial Inc |
| 2009-05-11 | 2009-03-31 | 13F-HR | Pnc Financial Services Group Inc | Institution | 21,228 | Sold Some | -1,606 | -7.03 % | $510,533 | $575,279 | $64,745 | 12.68 % | $-4,898 | | | | | | History of Pnc Financial Services Group Inc Ownership Of Sun Life Financial Inc |
| 2009-05-11 | 2008-12-31 | 13F-HR/A | Franklin Resources Inc | Institution | 3,287,152 | New Holding | 3,287,152 | 100 % | $79,056,006 | $89,081,819 | $10,025,814 | 12.68 % | $10,025,814 | | | | | | History of Franklin Resources Inc Ownership Of Sun Life Financial Inc |
| 2009-05-08 | 2009-03-31 | 13F-HR | Apg All Pensions Group | Institution | 1,767,031 | No Change | 0 | 0 % | $45,359,686 | $47,886,540 | $2,526,854 | 5.57 % | $0 | | | | | | History of Apg All Pensions Group Ownership Of Sun Life Financial Inc |
| 2009-05-08 | 2009-03-31 | 13F-HR | Dimensional Fund Advisors Inc | Institution | | Sold All | -2,938,781 | -100 % | | | | 5.57 % | $-4,202,457 | | | | | | History of Dimensional Fund Advisors Inc Ownership Of Sun Life Financial Inc |
| 2009-05-08 | 2009-03-31 | 13F-HR | Glenmede Trust Co Na | Institution | 10,373 | Sold Some | -500 | -4.59 % | $266,275 | $281,108 | $14,833 | 5.57 % | $-715 | | | | | | History of Glenmede Trust Co Na Ownership Of Sun Life Financial Inc |
| 2009-05-08 | 2009-03-31 | 13F-HR | Lincluden Management Ltd | Institution | 1,204,115 | Added More | 39,640 | 3.40 % | $30,909,632 | $32,631,517 | $1,721,884 | 5.57 % | $56,685 | | | | | | History of Lincluden Management Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-08 | 2009-03-31 | 13F-HR | Loyalis Financial Services Nv | Institution | | Sold All | -8,868 | -100 % | | | | 5.57 % | $-12,681 | | | | | | History of Loyalis Financial Services Nv Ownership Of Sun Life Financial Inc |
| 2009-05-08 | 2009-03-31 | 13F-HR | Mackenzie Financial Corp | Institution | 6,253,784 | Sold Some | -3,149,338 | -33.49 % | $160,534,635 | $169,477,546 | $8,942,911 | 5.57 % | $-4,503,553 | | | | | | History of Mackenzie Financial Corp Ownership Of Sun Life Financial Inc |
| 2009-05-08 | 2009-03-31 | 13F-HR | Menta Capital Llc | Institution | | Sold All | -31,800 | -100 % | | | | 5.57 % | $-45,474 | | | | | | History of Menta Capital Llc Ownership Of Sun Life Financial Inc |
| 2009-05-08 | 2009-03-31 | 13F-HR | Orrstown Financial Services Inc | Institution | 3,321 | No Change | 0 | 0 % | $85,250 | $89,999 | $4,749 | 5.57 % | $0 | | | | | | History of Orrstown Financial Services Inc Ownership Of Sun Life Financial Inc |
| 2009-05-07 | 2009-03-31 | 13F-HR | Dearborn Partners Llc | Institution | 1,029 | No Change | 0 | 0 % | $24,830 | $27,886 | $3,056 | 12.30 % | $0 | | | | | | History of Dearborn Partners Llc Ownership Of Sun Life Financial Inc |
| 2009-05-07 | 2009-03-31 | 13F-HR/A | Founders Bank And Trust | Institution | 760 | No Change | 0 | 0 % | $18,339 | $20,596 | $2,257 | 12.30 % | $0 | | | | | | History of Founders Bank And Trust Ownership Of Sun Life Financial Inc |
| 2009-05-07 | 2009-03-31 | 13F-HR | Ymphony Asset Management Llc | Institution | | Sold All | -12,203 | -100 % | | | | 12.30 % | $-36,243 | | | | | | History of Ymphony Asset Management Llc Ownership Of Sun Life Financial Inc |
| 2009-05-07 | 2009-02-28 | N-CSRS | Ishares Inc-Msci Australia | Specialty & Misc | | Sold All | -967,274 | -100 % | | | | 12.30 % | $-2,872,804 | | | | | | History of Ishares Inc-Msci Australia Ownership Of Sun Life Financial Inc |
| 2009-05-07 | 2009-02-28 | N-CSRS | John Hancock Funds Ii-Core Equity Fund | Large-Cap Core | 360 | New Holding | 360 | 100 % | $8,687 | $9,756 | $1,069 | 12.30 % | $1,069 | | | | | | History of John Hancock Funds Ii-Core Equity Fund Ownership Of Sun Life Financial Inc |
| 2009-05-07 | 2009-02-28 | N-CSRS | John Hancock Funds Ii-Fundamental Value Fund | Large-Cap Core | 57,195 | New Holding | 57,195 | 100 % | $1,380,115 | $1,549,985 | $169,869 | 12.30 % | $169,869 | | | | | | History of John Hancock Funds Ii-Fundamental Value Fund Ownership Of Sun Life Financial Inc |
| 2009-05-07 | 2009-02-28 | N-CSR | John Hancock Funds Iii-International Allocation Portfolio | Global Flex Port | 137,600 | New Holding | 137,600 | 100 % | $3,320,288 | $3,728,960 | $408,672 | 12.30 % | $408,672 | | | | | | History of John Hancock Funds Iii-International Allocation Portfolio Ownership Of Sun Life Financial Inc |
| 2009-05-06 | 2009-03-31 | 13F-HR | Commerce Bank N A | Institution | | Sold All | -9,091 | -100 % | | | | 5.94 % | $-13,818 | | | | | | History of Commerce Bank N A Ownership Of Sun Life Financial Inc |
| 2009-05-06 | 2009-02-28 | N-CSR | Gmo Trust-Gmo International Core Equity Fund | Multi-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 |
| 2009-05-06 | 2009-02-28 | N-CSR | Gmo Trust-Gmo International Intrinsic Value Fund | Multi-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 |
| 2009-05-06 | 2009-02-28 | N-CSR | Gmo Trust-Gmo Value Fund | Multi-Cap Value | | Sold All | -55,700 | -100 % | | | | 5.94 % | $-84,664 | | | | | | History of Gmo Trust-Gmo Value Fund Ownership Of Sun Life Financial Inc |
| 2009-05-06 | 2009-02-28 | N-CSR | Trust For Professional Managers-Alternative Strategies Mutual Fund | No Data | 300 | No Compare | | | $7,674 | $8,130 | $456 | 5.94 % | | | | | | | History of Trust For Professional Managers-Alternative Strategies Mutual Fund Ownership Of Sun Life Financial Inc |
| 2009-05-06 | 2009-02-28 | N-CSRS | Trust For Professional Managers-Bristlecone Fund | No Data | | Sold All | -300 | -100 % | | | | 5.94 % | $-456 | | | | | | History of Trust For Professional Managers-Bristlecone Fund Ownership Of Sun Life Financial Inc |
| 2009-05-05 | 2009-03-31 | 13F-HR | Ing Investment Management Co | Institution | 47,000 | New Holding | 47,000 | 100 % | $1,179,700 | $1,273,700 | $94,000 | 7.96 % | $94,000 | | | | | | History of Ing Investment Management Co Ownership Of Sun Life Financial Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Allied Irish Banks Plc | Institution | | Sold All | -256 | -100 % | | | | 8.18 % | $-525 | | | | | | History of Allied Irish Banks Plc Ownership Of Sun Life Financial Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Bank Of Hawaii | Institution | | Sold All | -4,702 | -100 % | | | | 8.18 % | $-9,639 | | | | | | History of Bank Of Hawaii Ownership Of Sun Life Financial Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Bank Of New York Mellon Corp | Institution | 45,389 | Sold Some | -6,837 | -13.09 % | $1,136,994 | $1,230,042 | $93,047 | 8.18 % | $-14,016 | | | | | | History of Bank Of New York Mellon Corp Ownership Of Sun Life Financial Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Chwab Charles Investment Management Inc | Institution | 104,547 | Sold Some | -3,422 | -3.16 % | $2,618,902 | $2,833,224 | $214,321 | 8.18 % | $-7,015 | | | | | | History of Chwab Charles Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2009-05-04 | 2009-03-31 | 13F-HR | Wells Fargo And Co | Institution | 59,595 | Added More | 2,306 | 4.02 % | $1,492,855 | $1,615,025 | $122,170 | 8.18 % | $4,727 | | | | | | History of Wells Fargo And Co Ownership Of Sun Life Financial Inc |
| 2009-05-04 | 2009-02-28 | N-CSRS | Alliancebernstein Pooling Portfolios-Alliancebernstein International Value Portfolio | International Large-Cap Value | 112,900 | No Change | 0 | 0 % | $2,828,145 | $3,059,590 | $231,445 | 8.18 % | $0 | | | | | | History of Alliancebernstein Pooling Portfolios-Alliancebernstein International Value Portfolio Ownership Of Sun Life Financial Inc |
| 2009-05-01 | 2009-03-31 | 13F-HR | Blackrock Advisors Llc | Institution | 63,300 | Added More | 22,300 | 54.39 % | $1,498,944 | $1,715,430 | $216,486 | 14.44 % | $76,266 | | | | | | History of Blackrock Advisors Llc Ownership Of Sun Life Financial Inc |
| 2009-05-01 | 2009-03-31 | 13F-HR | Blackrock Group Ltd | Institution | 125,548 | Added More | 13,300 | 11.84 % | $2,972,977 | $3,402,351 | $429,374 | 14.44 % | $45,486 | | | | | | History of Blackrock Group Ltd Ownership Of Sun Life Financial Inc |
| 2009-05-01 | 2009-03-31 | 13F-HR | Blackrock Investment Management Llc | Institution | 748,536 | Added More | 300,200 | 66.95 % | $17,725,332 | $20,285,326 | $2,559,993 | 14.44 % | $1,026,684 | | | | | | History of Blackrock Investment Management Llc Ownership Of Sun Life Financial Inc |
| 2009-05-01 | 2009-03-31 | 13F-HR | Merrill Lynch Mercury Asset Management Japan Ltd | Institution | 484,283 | Added More | 91,100 | 23.16 % | $11,467,821 | $13,124,069 | $1,656,248 | 14.44 % | $311,562 | | | | | | History of Merrill Lynch Mercury Asset Management Japan Ltd Ownership Of Sun Life Financial Inc |
| 2009-04-30 | 2009-03-31 | 13F-HR | Baxter Bros Inc | Institution | | Sold All | -14,399 | -100 % | | | | 16.70 % | $-55,868 | | | | | | History of Baxter Bros Inc Ownership Of Sun Life Financial Inc |
| 2009-04-30 | 2009-03-31 | 13F-HR/A | M And T Bank Corp | Institution | 2,592 | No Change | 0 | 0 % | $60,186 | $70,243 | $10,057 | 16.70 % | $0 | | | | | | History of M And T Bank Corp Ownership Of Sun Life Financial Inc |
| 2009-04-30 | 2009-03-31 | 13F-HR | Manufactureres Life Insurance Co | Institution | 17,479,822 | Added More | 10,201,208 | 140.15 % | $405,881,467 | $473,703,176 | $67,821,709 | 16.70 % | $39,580,687 | | | | | | History of Manufactureres Life Insurance Co Ownership Of Sun Life Financial Inc |
| 2009-04-30 | 2009-03-31 | 13F-HR | Regions Financial Corp | Institution | 25,824 | Sold Some | -1,767 | -6.40 % | $599,633 | $699,830 | $100,197 | 16.70 % | $-6,856 | | | | | | History of Regions Financial Corp Ownership Of Sun Life Financial Inc |
| 2009-04-29 | 2009-03-31 | 13F-HR | Ecurity National Trust Co | Institution | 600 | No Change | 0 | 0 % | $14,160 | $16,260 | $2,100 | 14.83 % | $0 | | | | | | History of Ecurity National Trust Co Ownership Of Sun Life Financial Inc |
| 2009-04-29 | 2009-03-31 | 13F-HR | Sandy Spring Bank | No Data | 1,792 | Sold Some | -95 | -5.03 % | $42,291 | $48,563 | $6,272 | 14.83 % | $-333 | | | | | | History of Sandy Spring Bank Ownership Of Sun Life Financial Inc |
| 2009-04-29 | 2009-02-28 | N-Q | Valic Co I-Social Awareness Fund | Mixed-Asset Target Allocation Growth | 12,600 | New Holding | 12,600 | 100 % | $297,360 | $341,460 | $44,100 | 14.83 % | $44,100 | | | | | | History of Valic Co I-Social Awareness Fund Ownership Of Sun Life Financial Inc |
| 2009-04-27 | 2009-03-31 | 13F-HR | Natcan Investment Management Inc | Institution | 2,743,976 | Sold Some | -443,784 | -13.92 % | $63,385,846 | $74,361,750 | $10,975,904 | 17.31 % | $-1,775,136 | | | | | | History of Natcan Investment Management Inc Ownership Of Sun Life Financial Inc |
| 2009-04-24 | 2009-03-31 | 13F-HR | Oxford Asset Management | Institution | 41,398 | New Holding | 41,398 | 100 % | $967,471 | $1,121,886 | $154,415 | 15.96 % | $154,415 | | | | | | History of Oxford Asset Management Ownership Of Sun Life Financial Inc |
| 2009-04-23 | 2009-03-31 | 13F-HR | Royal Trust Corp Of Canada | Institution | 28,172 | Added More | 2,928 | 11.59 % | $644,294 | $763,461 | $119,168 | 18.49 % | $12,385 | | | | | | History of Royal Trust Corp Of Canada Ownership Of Sun Life Financial Inc |
| 2009-04-22 | 2009-03-31 | 13F-HR | Welch And Forbes Llc | Institution | | Sold All | -8,801 | -100 % | | | | 22.67 % | $-44,093 | | | | | | History of Welch And Forbes Llc Ownership Of Sun Life Financial Inc |
| 2009-04-21 | 2009-03-31 | 13F-HR | Capital City Trust Co | Institution | 4,379 | No Change | 0 | 0 % | $100,892 | $118,671 | $17,779 | 17.62 % | $0 | | | | | | History of Capital City Trust Co Ownership Of Sun Life Financial Inc |
| 2009-04-21 | 2009-03-31 | 13F-HR | Firstmerit Bank N A Trustee | Institution | | Sold All | -14,664 | -100 % | | | | 17.62 % | $-59,536 | | | | | | History of Firstmerit Bank N A Trustee Ownership Of Sun Life Financial Inc |
| 2009-04-21 | 2009-03-31 | 13F-HR | Hennessy Advisors Inc | Institution | 73,500 | Sold Some | -4,400 | -5.64 % | $1,693,440 | $1,991,850 | $298,410 | 17.62 % | $-17,864 | | | | | | History of Hennessy Advisors Inc Ownership Of Sun Life Financial Inc |
| 2009-04-21 | 2009-03-31 | 13F-HR | Motco | Institution | 400 | New Holding | 400 | 100 % | $9,216 | $10,840 | $1,624 | 17.62 % | $1,624 | | | | | | History of Motco Ownership Of Sun Life Financial Inc |
| 2009-04-16 | 2009-03-31 | 13F-HR | Chroder Investment Management Group | Institution | 2,000 | No Change | 0 | 0 % | | $54,200 | | - % | | | | | | | History of Chroder Investment Management Group Ownership Of Sun Life Financial Inc |
| 2009-04-16 | 2009-03-31 | 13F-HR | Hexavest Inc | Institution | 7,084 | No Change | 0 | 0 % | | $191,976 | | - % | | | | | | | History of Hexavest Inc Ownership Of Sun Life Financial Inc |
| 2009-04-15 | 2009-03-31 | 13F-HR | Ci Investments Inc | Institution | 1,500 | New Holding | 1,500 | 100 % | $34,365 | $40,650 | $6,285 | 18.28 % | $6,285 | | | | | | History of Ci Investments Inc Ownership Of Sun Life Financial Inc |
| 2009-04-15 | 2009-03-31 | 13F-HR | First Horizon National Corp | Institution | 4,181 | No Change | 0 | 0 % | $95,787 | $113,305 | $17,518 | 18.28 % | $0 | | | | | | History of First Horizon National Corp Ownership Of Sun Life Financial Inc |
| 2009-04-14 | 2009-03-31 | 13F-HR | Tonebridge Capital Management Inc | Institution | | Sold All | -9,000 | -100 % | | | | 25.40 % | $-49,410 | | | | | | History of Tonebridge Capital Management Inc Ownership Of Sun Life Financial Inc |
| 2009-04-14 | 2009-03-31 | 13F-HR | Wedbush Morgan Securities Inc | Institution | 13,000 | No Change | 0 | 0 % | $280,930 | $352,300 | $71,370 | 25.40 % | $0 | | | | | | History of Wedbush Morgan Securities Inc Ownership Of Sun Life Financial Inc |
| 2009-04-13 | 2009-03-31 | 13F-HR | Parametric Portfolio Associate | Institution | 39,315 | Added More | 16,567 | 72.82 % | $866,109 | $1,065,437 | $199,327 | 23.01 % | $83,995 | | | | | | History of Parametric Portfolio Associate Ownership Of Sun Life Financial Inc |
| 2009-04-09 | 2009-03-31 | 13F-HR | Beutel Goodman And Co Ltd | Institution | | Sold All | -6,204,720 | -100 % | | | | 24.31 % | $-32,885,016 | | | | | | History of Beutel Goodman And Co Ltd Ownership Of Sun Life Financial Inc |
| 2009-04-09 | 2008-09-30 | 13F-HR/A | Hm Capital Management Llc | Institution | 1,300 | New Holding | 1,300 | 100 % | $28,340 | $35,230 | $6,890 | 24.31 % | $6,890 | | | | | | History of Hm Capital Management Llc Ownership Of Sun Life Financial Inc |
| 2009-04-08 | 2006-12-31 | 13F-HR/A | Bryn Mawr Capital Management Inc | Institution | | Sold All | -25,600 | -100 % | | | | 34.22 % | $-176,896 | | | | | | History of Bryn Mawr Capital Management Inc Ownership Of Sun Life Financial Inc |
| 2009-04-07 | 2009-03-31 | 13F-HR | Associated Banc Corp | Institution | | Sold All | -9,712 | -100 % | | | | 41.44 % | $-77,113 | | | | | | History of Associated Banc Corp Ownership Of Sun Life Financial Inc |
| 2009-04-07 | 2009-03-31 | 13F-HR | Capstone Asset Management Co | Institution | 29,195 | Added More | 2,040 | 7.51 % | $559,376 | $791,185 | $231,808 | 41.44 % | $16,198 | | | | | | History of Capstone Asset Management Co Ownership Of Sun Life Financial Inc |
| 2009-04-07 | 2009-03-31 | 13F-HR | Terre Haute First National Bank | Institution | 1,998 | No Change | 0 | 0 % | $38,282 | $54,146 | $15,864 | 41.44 % | $0 | | | | | | History of Terre Haute First National Bank Ownership Of Sun Life Financial Inc |