BHF Kleinwort Benson Group
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BHF Kleinwort Benson Group’s Sun Life Financial SLF Stock Holding History

BHF Kleinwort Benson 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
2016
Q1 		– Sell
-750,390
Closed -$32.4M – 440
2015
Q4 		$32.4M Buy
750,390
+6,106
+0.8% +$201K 0.74% 47
2015
Q3 		$32.1M Buy
744,284
+490,933
+194% +$15.9M 1.26% 27
2015
Q2 		$10.6M Sell
253,351
-362,132
-59% -$11.9M 0.36% 83
2015
Q1 		$19M Sell
615,483
-103,166
-14% -$3.29M 0.52% 64
2014
Q4 		$23.3M Buy
718,649
+160,756
+29% +$5.75M 0.61% 52
2014
Q3 		$18.1M Sell
557,893
-3,364
-0.6% -$126K 0.59% 50
2014
Q2 		$18.2M Buy
561,257
+82,236
+17% +$2.83M 0.54% 58
2014
Q1 		$15.6M Buy
479,021
+277,933
+138% +$9.6M 0.45% 69
2013
Q4 		$7.1M Buy
201,088
+68,586
+52% +$2.33M 0.45% 84
2013
Q3 		$4.24M Buy
132,502
+83,207
+169% +$2.65M 0.58% 50
2013
Q2 		$1.53M Buy
+49,295
New +$1.4M 0.19% 103

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 38.1% 1-Year Est. Return
I.G. Investment Management
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.4B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

BHF Kleinwort Benson Group's SLF Position: Q1 2016 in Review

BHF Kleinwort Benson Group sold out of Sun Life Financial (SLF) in Q1 2016, closing a stake of 750,390 shares — an estimated $32.4M sold.

BHF Kleinwort Benson Group first reported a position in SLF in Q2 2013 and held it in 11 quarters. The position peaked at $32.4M in Q4 2015. 252 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

  • BHF Kleinwort Benson Group reported no remaining Sun Life Financial position as of Q1 2016 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 750,390 Sun Life Financial shares in Q1 2016, an estimated $32.4M.
  • BHF Kleinwort Benson Group first reported a position in Sun Life Financial in Q2 2013 and held it in 11 quarters.
  • BHF Kleinwort Benson Group's Sun Life Financial position peaked at $32.4M in Q4 2015.
  • 252 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.