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

Blume 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 Q4	–	Sell	-600	Closed	-$19K	–	252
2015 Q3	$19K	Hold	600	–	–	0.02%	149
2015 Q2	$20K	Hold	600	–	–	0.02%	159
2015 Q1	$18K	Hold	600	–	–	0.01%	190
2014 Q4	$22K	Hold	600	–	–	0.02%	196
2014 Q3	$22K	Hold	600	–	–	0.02%	133
2014 Q2	$22K	Sell	600 -500	-45%	-$17.2K	0.02%	140
2014 Q1	$38K	Hold	1,100	–	–	0.03%	124
2013 Q4	$39K	Buy	+1,100	New	+$37.4K	0.03%	138

Other funds holding SLF

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

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Blume Capital Management's SLF Position: Q4 2015 in Review

Blume Capital Management sold out of Sun Life Financial (SLF) in Q4 2015, closing a stake of 600 shares — an estimated $19K sold.

Blume Capital Management first reported a position in SLF in Q4 2013 and held it in 8 quarters. The position peaked at $39K in Q4 2013. 250 funds tracked by Wall St. Rank hold SLF as of Q4 2015.

Blume Capital Management reported no remaining Sun Life Financial position as of Q4 2015 after selling out during the quarter.
Blume Capital Management sold 600 Sun Life Financial shares in Q4 2015, an estimated $19K.
Blume Capital Management first reported a position in Sun Life Financial in Q4 2013 and held it in 8 quarters.
Blume Capital Management's Sun Life Financial position peaked at $39K in Q4 2013.
250 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2015.

Based on Blume Capital Management's 13F filing for Q4 2015, filed 8 Feb 2016.