Alpha Cubed Investments’s Sun Life Financial SLF Stock Holding History

Alpha Cubed Investments’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
2016 Q3	–	Sell	-8,725	Closed	-$286K	–	183
2016 Q2	$286K	Sell	8,725 -875	-9%	-$29.3K	0.1%	116
2016 Q1	$310K	Sell	9,600 -13,750	-59%	-$404K	0.09%	117
2015 Q4	$729K	Sell	23,350 -1,622	-6%	-$53.5K	0.19%	97
2015 Q3	$842K	Sell	24,972 -1,928	-7%	-$62.5K	0.22%	92
2015 Q2	$898K	Sell	26,900 -750	-3%	-$24.7K	0.24%	96
2015 Q1	$852K	Sell	27,650 -6,072	-18%	-$194K	0.27%	94
2014 Q4	$1.22M	Sell	33,722 -850	-2%	-$30.4K	0.48%	59
2014 Q3	$1.25M	Sell	34,572 -10,175	-23%	-$382K	0.59%	57
2014 Q2	$1.64M	Sell	44,747 -1,100	-2%	-$37.9K	0.73%	48
2014 Q1	$1.59M	Sell	45,847 -1,025	-2%	-$35.3K	0.82%	40
2013 Q4	$1.66M	Buy	+46,872	New	+$1.6M	0.59%	64

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

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

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

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Alpha Cubed Investments's SLF Position: Q3 2016 in Review

Alpha Cubed Investments sold out of Sun Life Financial (SLF) in Q3 2016, closing a stake of 8,725 shares — an estimated $286K sold.

Alpha Cubed Investments first reported a position in SLF in Q4 2013 and held it in 11 quarters. The position peaked at $1.66M in Q4 2013. 251 funds tracked by Wall St. Rank hold SLF as of Q3 2016.

Alpha Cubed Investments reported no remaining Sun Life Financial position as of Q3 2016 after selling out during the quarter.
Alpha Cubed Investments sold 8,725 Sun Life Financial shares in Q3 2016, an estimated $286K.
Alpha Cubed Investments first reported a position in Sun Life Financial in Q4 2013 and held it in 11 quarters.
Alpha Cubed Investments's Sun Life Financial position peaked at $1.66M in Q4 2013.
251 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2016.

Based on Alpha Cubed Investments's 13F filing for Q3 2016, filed 24 Oct 2016.