Apriem Advisors’s Sun Life Financial SLF Stock Holding History

Apriem Advisors’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 Q2	–	Sell	-1,000	Closed	-$31K	–	678
2015 Q1	$31K	Hold	1,000	–	–	0.01%	255
2014 Q4	$36K	Hold	1,000	–	–	0.01%	226
2014 Q3	$36K	Hold	1,000	–	–	0.01%	244
2014 Q2	$37K	Hold	1,000	–	–	0.01%	221
2014 Q1	$35K	Hold	1,000	–	–	0.01%	250
2013 Q4	$35K	Hold	1,000	–	–	0.01%	243
2013 Q3	$32K	Hold	1,000	–	–	0.01%	240
2013 Q2	$30K	Buy	+1,000	New	+$28.5K	0.01%	241

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IGIM

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

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

Apriem Advisors's SLF Position: Q2 2015 in Review

Apriem Advisors sold out of Sun Life Financial (SLF) in Q2 2015, closing a stake of 1,000 shares — an estimated $31K sold.

Apriem Advisors first reported a position in SLF in Q2 2013 and held it in 8 quarters. The position peaked at $37K in Q2 2014. 235 funds tracked by Wall St. Rank hold SLF as of Q2 2015.

Apriem Advisors reported no remaining Sun Life Financial position as of Q2 2015 after selling out during the quarter.
Apriem Advisors sold 1,000 Sun Life Financial shares in Q2 2015, an estimated $31K.
Apriem Advisors first reported a position in Sun Life Financial in Q2 2013 and held it in 8 quarters.
Apriem Advisors's Sun Life Financial position peaked at $37K in Q2 2014.
235 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.