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Analytic Investors’s Sun Life Financial SLF Stock Holding History

Analytic Investors’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
Q1 		– Sell
-118,600
Closed -$3.68M – 677
2015
Q4 		$3.68M Buy
+118,600
New +$3.91M 0.05% 221
2014
Q1 		– Sell
-26,200
Closed -$925K – 600
2013
Q4 		$925K Buy
+26,200
New +$892K 0.02% 313

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Analytic Investors's SLF Position: Q1 2016 in Review

Analytic Investors sold out of Sun Life Financial (SLF) in Q1 2016, closing a stake of 118,600 shares — an estimated $3.68M sold.

Analytic Investors first reported a position in SLF in Q4 2013 and held it in 2 quarters. The position peaked at $3.68M in Q4 2015. 251 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

  • Analytic Investors reported no remaining Sun Life Financial position as of Q1 2016 after selling out during the quarter.
  • Analytic Investors sold 118,600 Sun Life Financial shares in Q1 2016, an estimated $3.68M.
  • Analytic Investors first reported a position in Sun Life Financial in Q4 2013 and held it in 2 quarters.
  • Analytic Investors's Sun Life Financial position peaked at $3.68M in Q4 2015.
  • 251 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on Analytic Investors's 13F filing for Q1 2016, filed 20 May 2016.