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Acrospire Investment Management’s Sun Life Financial SLF Stock Holding History

Acrospire Investment Management’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 		– Sell
-2,033
Closed -$74K – 2505
2017
Q1 		$74K Hold
2,033
– – 0.06% 561
2016
Q4 		$78K Buy
2,033
+133
+7% +$4.82K 0.03% 1099
2016
Q3 		$62K Buy
1,900
+300
+19% +$9.65K 0.04% 910
2016
Q2 		$53K Buy
1,600
+100
+7% +$3.35K 0.04% 1017
2016
Q1 		$48K Buy
+1,500
New +$44K 0.03% 994

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
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
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
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Acrospire Investment Management's SLF Position: Q2 2017 in Review

Acrospire Investment Management sold out of Sun Life Financial (SLF) in Q2 2017, closing a stake of 2,033 shares — an estimated $74K sold.

Acrospire Investment Management first reported a position in SLF in Q1 2016 and held it in 5 quarters. The position peaked at $78K in Q4 2016. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

  • Acrospire Investment Management reported no remaining Sun Life Financial position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,033 Sun Life Financial shares in Q2 2017, an estimated $74K.
  • Acrospire Investment Management first reported a position in Sun Life Financial in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Sun Life Financial position peaked at $78K in Q4 2016.
  • 271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.