1st Global Advisors’s Sun Life Financial SLF Stock Holding History

1st Global Advisors’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$248K	Sell	6,931 -588	-8%	-$20.3K	0.03%	419
2017 Q1	$275K	Sell	7,519 -2,930	-28%	-$111K	0.03%	403
2016 Q4	$401K	Sell	10,449 -85	-0.8%	-$3.08K	0.05%	318
2016 Q3	$343K	Buy	10,534 +702	+7%	+$22.6K	0.05%	337
2016 Q2	$323K	Buy	9,832 +1,846	+23%	+$61.9K	0.04%	330
2016 Q1	$258K	Buy	+7,986	New	+$234K	0.04%	385
2015 Q2	–	Sell	-9,623	Closed	-$297K	–	482
2015 Q1	$297K	Buy	+9,623	New	+$307K	0.04%	340

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

1st Global Advisors's SLF Position: Q2 2017 in Review

1st Global Advisors reduced its Sun Life Financial (SLF) stake by 7.8% in Q2 2017, selling an estimated $20.3K and leaving 6,931 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #419.

1st Global Advisors first reported a position in SLF in Q1 2015 and has held it in 7 quarters since. The position peaked at $401K in Q4 2016. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

1st Global Advisors held 6,931 shares of Sun Life Financial worth $248K as of Q2 2017.
1st Global Advisors sold 588 Sun Life Financial shares in Q2 2017, an estimated $20.3K.
Sun Life Financial made up 0.03% of 1st Global Advisors's portfolio in Q2 2017, its #419 holding.
1st Global Advisors first reported a position in Sun Life Financial in Q1 2015 and has held it in 7 quarters since.
1st Global Advisors's Sun Life Financial position peaked at $401K in Q4 2016.
271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.