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SUN LIFE FINL INC
SUN LIFE FINL INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 225 Institutional holders with a total value of $9,462,702,221.
#
Manager Name
Shares
Value ($)
%
Options
Notes
201 Apriem Advisors 1,000 35,000 0.00%
202 Oakworth Capital, Inc. 1,000 35,000 0.00%
203 First City Capital Management, Inc. 700 24,241 0.00%
204 PRELUDE CAPITAL MANAGEMENT, LLC 700 24,000 0.00%
205 GROUP ONE TRADING LLC 661 23,000 0.00%
206 AMERIPRISE FINANCIAL INC 627 22,000 0.00%
207 CENTRAL TRUST Co 565 20,000 0.00%
208 SRH ADVISORS, LLC 500 17,000 0.00%
209 PRIVATE TRUST CO NA 500 17,000 0.00%
210 Alexandria Capital, LLC 350 12,000 0.00%
211 Regal Investment Advisors LLC 346 12,000 0.00%
212 LS Investment Advisors, LLC 280 10,000 0.00%
213 FARMERS & MERCHANTS INVESTMENTS INC 254 9,000 0.00%
214 Spectrum Management Group, LLC 272 9,000 0.00%
215 JCIC Asset Management Inc. 236 8,000 0.00%
216 Gradient Investments LLC 200 7,000 0.00%
217 COLONY GROUP LLC 211 7,000 0.00%
218 D.A. DAVIDSON & CO. 205 7,000 0.00%
219 ENVESTNET ASSET MANAGEMENT INC 175 6,000 0.00%
220 Kistler-Tiffany Companies, LLC 142 5,000 0.00%
221 Waverly Advisors, LLC 125 4,000 0.00%
222 REILLY FINANCIAL ADVISORS, LLC 87 3,000 0.00%
223 FineMark National Bank & Trust 52 2,000 0.00%
224 MYCIO WEALTH PARTNERS, LLC 50 2,000 0.00%
225 MassMutual Private Wealth & Trust, FSB 31 1,074 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.