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AMG National Trust Bank’s Sun Life Financial SLF Stock Holding History

AMG National Trust Bank’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
Q1 		– Sell
-38,435
Closed -$1.48M – 272
2016
Q4 		$1.48M Buy
38,435
+2,742
+8% +$99.3K 0.12% 105
2016
Q3 		$1.16M Buy
35,693
+6,909
+24% +$222K 0.1% 115
2016
Q2 		$945K Sell
28,784
-92
-0.3% -$3.08K 0.08% 119
2016
Q1 		$932K Buy
28,876
+475
+2% +$13.9K 0.09% 122
2015
Q4 		$886K Buy
28,401
+159
+0.6% +$5.25K 0.08% 129
2015
Q3 		$911K Buy
28,242
+153
+0.5% +$4.96K 0.09% 121
2015
Q2 		$938K Sell
28,089
-1,221
-4% -$40.3K 0.09% 122
2015
Q1 		$903K Sell
29,310
-1,667
-5% -$53.2K 0.09% 127
2014
Q4 		$1.12M Sell
30,977
-458
-1% -$16.4K 0.11% 116
2014
Q3 		$1.14M Sell
31,435
-1,182
-4% -$44.4K 0.12% 116
2014
Q2 		$1.2M Sell
32,617
-139
-0.4% -$4.79K 0.12% 113
2014
Q1 		$1.13M Buy
32,756
+99
+0.3% +$3.41K 0.12% 118
2013
Q4 		$1.15M Buy
32,657
+82
+0.3% +$2.79K 0.13% 112
2013
Q3 		$1.04M Sell
32,575
-192
-0.6% -$6.1K 0.13% 104
2013
Q2 		$971K Buy
+32,767
New +$932K 0.13% 98

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

AMG National Trust Bank's SLF Position: Q1 2017 in Review

AMG National Trust Bank sold out of Sun Life Financial (SLF) in Q1 2017, closing a stake of 38,435 shares — an estimated $1.48M sold.

AMG National Trust Bank first reported a position in SLF in Q2 2013 and held it in 15 quarters. The position peaked at $1.48M in Q4 2016. 268 funds tracked by Wall St. Rank hold SLF as of Q1 2017.

  • AMG National Trust Bank reported no remaining Sun Life Financial position as of Q1 2017 after selling out during the quarter.
  • AMG National Trust Bank sold 38,435 Sun Life Financial shares in Q1 2017, an estimated $1.48M.
  • AMG National Trust Bank first reported a position in Sun Life Financial in Q2 2013 and held it in 15 quarters.
  • AMG National Trust Bank's Sun Life Financial position peaked at $1.48M in Q4 2016.
  • 268 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2017.

Based on AMG National Trust Bank's 13F filing for Q1 2017, filed 3 May 2017.