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

Aviance 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
2015 Q1	–	Sell	-163,312	Closed	-$5.89M	–	306
2014 Q4	$5.89M	Buy	163,312 +28,403	+21%	+$1.02M	0.21%	85
2014 Q3	$4.89M	Buy	134,909 +20,574	+18%	+$773K	0.2%	85
2014 Q2	$4.2M	Buy	114,335 +22,448	+24%	+$773K	0.18%	74
2014 Q1	$3.18M	Buy	91,887 +84,450	+1,136%	+$2.91M	0.16%	78
2013 Q4	$263K	Sell	7,437 -138	-2%	-$4.7K	0.14%	116
2013 Q3	$242K	Sell	7,575 -200	-3%	-$6.36K	0.14%	116
2013 Q2	$230K	Buy	+7,775	New	+$221K	0.13%	129

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aviance Capital Management's SLF Position: Q1 2015 in Review

Aviance Capital Management sold out of Sun Life Financial (SLF) in Q1 2015, closing a stake of 163,312 shares — an estimated $5.89M sold.

Aviance Capital Management first reported a position in SLF in Q2 2013 and held it in 7 quarters. The position peaked at $5.89M in Q4 2014. 229 funds tracked by Wall St. Rank hold SLF as of Q1 2015.

Aviance Capital Management reported no remaining Sun Life Financial position as of Q1 2015 after selling out during the quarter.
Aviance Capital Management sold 163,312 Sun Life Financial shares in Q1 2015, an estimated $5.89M.
Aviance Capital Management first reported a position in Sun Life Financial in Q2 2013 and held it in 7 quarters.
Aviance Capital Management's Sun Life Financial position peaked at $5.89M in Q4 2014.
229 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2015.

Based on Aviance Capital Management's 13F filing for Q1 2015, filed 14 May 2015.