AIM
SLF icon

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

Acuity 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
2015
Q1 		$544K Sell
17,684
-1,688
-9% -$53.9K 0.77% 43
2014
Q4 		$699K Buy
19,372
+2,795
+17% +$100K 0.56% 37
2014
Q3 		$601K Buy
16,577
+12,900
+351% +$485K 0.46% 47
2014
Q2 		$135K Buy
+3,677
New +$127K 0.09% 122

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acuity Investment Management's SLF Position: Q1 2015 in Review

Acuity Investment Management reduced its Sun Life Financial (SLF) stake by 8.7% in Q1 2015, selling an estimated $53.9K and leaving 17,684 shares worth $544K. The position accounts for 0.77% of the portfolio, ranked #43.

Acuity Investment Management first reported a position in SLF in Q2 2014 and has held it in 4 quarters since. The position peaked at $699K in Q4 2014. 230 funds tracked by Wall St. Rank hold SLF as of Q1 2015.

  • Acuity Investment Management held 17,684 shares of Sun Life Financial worth $544K as of Q1 2015.
  • Acuity Investment Management sold 1,688 Sun Life Financial shares in Q1 2015, an estimated $53.9K.
  • Sun Life Financial made up 0.77% of Acuity Investment Management's portfolio in Q1 2015, its #43 holding.
  • Acuity Investment Management first reported a position in Sun Life Financial in Q2 2014 and has held it in 4 quarters since.
  • Acuity Investment Management's Sun Life Financial position peaked at $699K in Q4 2014.
  • 230 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.