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Algebris Investments (UK)’s Sun Life Financial SLF Stock Holding History

Algebris Investments (UK)’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
Q3 		– Sell
-85,300
Closed -$2.85M – 78
2015
Q2 		$2.85M Buy
+85,300
New +$2.81M 1.12% 24
2013
Q4 		– Sell
-32,600
Closed -$1.04M – 69
2013
Q3 		$1.04M Buy
32,600
+25,400
+353% +$807K 0.89% 30
2013
Q2 		$213K Buy
+7,200
New +$205K 0.28% 25

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Algebris Investments (UK)'s SLF Position: Q3 2015 in Review

Algebris Investments (UK) sold out of Sun Life Financial (SLF) in Q3 2015, closing a stake of 85,300 shares — an estimated $2.85M sold.

Algebris Investments (UK) first reported a position in SLF in Q2 2013 and held it in 3 quarters. The position peaked at $2.85M in Q2 2015. 233 funds tracked by Wall St. Rank hold SLF as of Q3 2015.

  • Algebris Investments (UK) reported no remaining Sun Life Financial position as of Q3 2015 after selling out during the quarter.
  • Algebris Investments (UK) sold 85,300 Sun Life Financial shares in Q3 2015, an estimated $2.85M.
  • Algebris Investments (UK) first reported a position in Sun Life Financial in Q2 2013 and held it in 3 quarters.
  • Algebris Investments (UK)'s Sun Life Financial position peaked at $2.85M in Q2 2015.
  • 233 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2015.

Based on Algebris Investments (UK)'s 13F filing for Q3 2015, filed 20 Nov 2015.