Boston Private Bank & Trust’s Sun Life Financial SLF Stock Holding History

Boston Private Bank & Trust’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	$4K	Hold	144	–	–	﹤0.01%	917
2014 Q4	$5K	Hold	144	–	–	﹤0.01%	968
2014 Q3	$5K	Hold	144	–	–	﹤0.01%	948
2014 Q2	$5K	Buy	+144	New	+$4.96K	﹤0.01%	893
2013 Q3	–	Sell	-804	Closed	-$24K	–	1002
2013 Q2	$24K	Buy	+804	New	+$22.9K	﹤0.01%	646

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 $45.6B AUM 44.74% 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

Boston Private Bank & Trust's SLF Position: Q1 2015 in Review

Boston Private Bank & Trust held its Sun Life Financial (SLF) position steady in Q1 2015 at 144 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Boston Private Bank & Trust first reported a position in SLF in Q2 2013 and has held it in 5 quarters since. The position peaked at $24K in Q2 2013. 230 funds tracked by Wall St. Rank hold SLF as of Q1 2015.

Boston Private Bank & Trust held 144 shares of Sun Life Financial worth $4K as of Q1 2015.
Boston Private Bank & Trust left its Sun Life Financial share count unchanged in Q1 2015.
Sun Life Financial made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #917 holding.
Boston Private Bank & Trust first reported a position in Sun Life Financial in Q2 2013 and has held it in 5 quarters since.
Boston Private Bank & Trust's Sun Life Financial position peaked at $24K in Q2 2013.
230 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.