C.M. Bidwell & Associates’s Sun Life Financial SLF Stock Holding History

C.M. Bidwell & Associates’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 Q3	–	Sell	-5,415	Closed	-$178K	–	322
2016 Q2	$178K	Sell	5,415 -110	-2%	-$3.69K	0.04%	164
2016 Q1	$178K	Buy	+5,525	New	+$162K	0.04%	181
2014 Q3	–	Sell	-101,710	Closed	-$3.73M	–	282
2014 Q2	$3.73M	Buy	+101,710	New	+$3.5M	0.85%	62

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

C.M. Bidwell & Associates's SLF Position: Q3 2016 in Review

C.M. Bidwell & Associates sold out of Sun Life Financial (SLF) in Q3 2016, closing a stake of 5,415 shares — an estimated $178K sold.

C.M. Bidwell & Associates first reported a position in SLF in Q2 2014 and held it in 3 quarters. The position peaked at $3.73M in Q2 2014. 251 funds tracked by Wall St. Rank hold SLF as of Q3 2016.

C.M. Bidwell & Associates reported no remaining Sun Life Financial position as of Q3 2016 after selling out during the quarter.
C.M. Bidwell & Associates sold 5,415 Sun Life Financial shares in Q3 2016, an estimated $178K.
C.M. Bidwell & Associates first reported a position in Sun Life Financial in Q2 2014 and held it in 3 quarters.
C.M. Bidwell & Associates's Sun Life Financial position peaked at $3.73M in Q2 2014.
251 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2016.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2016, filed 14 Nov 2016.