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B. Riley Wealth Advisors’s Sun Life Financial SLF Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-12
Closed – – 1761
2014
Q4 		$0 Buy
+12
New +$429 ﹤0.01% 3742

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

B. Riley Wealth Advisors's SLF Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Sun Life Financial (SLF) in Q1 2015, closing a stake of 12 shares.

B. Riley Wealth Advisors first reported a position in SLF in Q4 2014 and held it in 1 quarter. The position peaked at $0 in Q4 2014. 229 funds tracked by Wall St. Rank hold SLF as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Sun Life Financial position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12 Sun Life Financial shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Sun Life Financial in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Sun Life Financial position peaked at $0 in Q4 2014.
  • 229 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.