Capital International’s Sun Life Financial SLF Stock Holding History

Capital International’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 Q2	–	Sell	-38,300	Closed	-$1.24M	–	167
2016 Q1	$1.24M	Hold	38,300	–	–	0.08%	128
2015 Q4	$1.19M	Hold	38,300	–	–	0.08%	128
2015 Q3	$1.23M	Hold	38,300	–	–	0.08%	123
2015 Q2	$1.28M	Sell	38,300 -400	-1%	-$13.2K	0.08%	130
2015 Q1	$1.19M	Hold	38,700	–	–	0.07%	122
2014 Q4	$1.4M	Hold	38,700	–	–	0.09%	115
2014 Q3	$1.41M	Hold	38,700	–	–	0.09%	112
2014 Q2	$1.43M	Hold	38,700	–	–	0.09%	109
2014 Q1	$1.34M	Buy	38,700 +8,500	+28%	+$293K	0.08%	112
2013 Q4	$1.07M	Buy	30,200 +300	+1%	+$10.2K	0.07%	114
2013 Q3	$957K	Buy	29,900 +8,400	+39%	+$267K	0.06%	113
2013 Q2	$635K	Buy	+21,500	New	+$612K	0.04%	127

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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Capital International's SLF Position: Q2 2016 in Review

Capital International sold out of Sun Life Financial (SLF) in Q2 2016, closing a stake of 38,300 shares — an estimated $1.24M sold.

Capital International first reported a position in SLF in Q2 2013 and held it in 12 quarters. The position peaked at $1.43M in Q2 2014. 256 funds tracked by Wall St. Rank hold SLF as of Q2 2016.

Capital International reported no remaining Sun Life Financial position as of Q2 2016 after selling out during the quarter.
Capital International sold 38,300 Sun Life Financial shares in Q2 2016, an estimated $1.24M.
Capital International first reported a position in Sun Life Financial in Q2 2013 and held it in 12 quarters.
Capital International's Sun Life Financial position peaked at $1.43M in Q2 2014.
256 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2016.

Based on Capital International's 13F filing for Q2 2016, filed 15 Aug 2016.