Apex Capital Management’s Sun Life Financial SLF Stock Holding History

Apex Capital 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
2016 Q1	$686K	Buy	21,255 +7,335	+53%	+$215K	0.02%	218
2015 Q4	$434K	Hold	13,920	–	–	0.01%	223
2015 Q3	$449K	Hold	13,920	–	–	0.01%	223
2015 Q2	$465K	Sell	13,920 -112	-0.8%	-$3.69K	0.01%	228
2015 Q1	$432K	Buy	14,032 +832	+6%	+$26.6K	0.01%	226
2014 Q4	$476K	Hold	13,200	–	–	0.01%	222
2014 Q3	$479K	Hold	13,200	–	–	0.01%	212
2014 Q2	$485K	Buy	13,200 +1,400	+12%	+$48.2K	0.01%	221
2014 Q1	$409K	Hold	11,800	–	–	0.01%	230
2013 Q4	$417K	Buy	+11,800	New	+$402K	0.02%	216

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

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 Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

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

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

Apex Capital Management's SLF Position: Q1 2016 in Review

Apex Capital Management increased its Sun Life Financial (SLF) stake by 53% in Q1 2016, buying an estimated $215K and bringing the position to 21,255 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #218.

Apex Capital Management first reported a position in SLF in Q4 2013 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

Apex Capital Management held 21,255 shares of Sun Life Financial worth $686K as of Q1 2016.
Apex Capital Management bought 7,335 Sun Life Financial shares in Q1 2016, an estimated $215K.
Sun Life Financial made up 0.02% of Apex Capital Management's portfolio in Q1 2016, its #218 holding.
Apex Capital Management first reported a position in Sun Life Financial in Q4 2013 and has held it in 10 quarters since.
252 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on Apex Capital Management's 13F filing for Q1 2016, filed 27 Apr 2016.