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Bellwether Investment Group’s Sun Life Financial SLF Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-150
Closed -$6K – 925
2016
Q4 		$6K Buy
+150
New +$5.43K 0.01% 763
2016
Q2 		$5K Buy
+150
New +$5.03K 0.01% 496

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Bellwether Investment Group's SLF Position: Q1 2017 in Review

Bellwether Investment Group sold out of Sun Life Financial (SLF) in Q1 2017, closing a stake of 150 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in SLF in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 268 funds tracked by Wall St. Rank hold SLF as of Q1 2017.

  • Bellwether Investment Group reported no remaining Sun Life Financial position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 150 Sun Life Financial shares in Q1 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Sun Life Financial in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Sun Life Financial position peaked at $6K in Q4 2016.
  • 268 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.