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Capstone Asset Management’s Sun Life Financial SLF Stock Holding History

Capstone Asset 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
2017
Q2 		$2.65M Sell
74,139
-1,120
-1% -$38.6K 0.07% 319
2017
Q1 		$2.75M Buy
75,259
+3,680
+5% +$140K 0.08% 310
2016
Q4 		$2.75M Buy
71,579
+60
+0.1% +$2.17K 0.08% 298
2016
Q3 		$2.33M Buy
71,519
+970
+1% +$31.2K 0.07% 339
2016
Q2 		$2.32M Sell
70,549
-43,690
-38% -$1.46M 0.07% 331
2016
Q1 		$3.69M Buy
114,239
+4,860
+4% +$143K 0.11% 247
2015
Q4 		$3.41M Buy
109,379
+85
+0.1% +$2.8K 0.1% 263
2015
Q3 		$3.53M Buy
109,294
+7,208
+7% +$234K 0.11% 230
2015
Q2 		$3.41M Buy
102,086
+1,040
+1% +$34.3K 0.1% 262
2015
Q1 		$3.11M Buy
101,046
+820
+0.8% +$26.2K 0.09% 280
2014
Q4 		$3.61M Buy
100,226
+43,280
+76% +$1.55M 0.1% 246
2014
Q3 		$2.06M Sell
56,946
-720
-1% -$27.1K 0.07% 328
2014
Q2 		$2.12M Buy
57,666
+3,130
+6% +$108K 0.07% 331
2014
Q1 		$1.89M Buy
54,536
+3,630
+7% +$125K 0.06% 376
2013
Q4 		$1.8M Buy
50,906
+4,550
+10% +$155K 0.05% 407
2013
Q3 		$1.48M Buy
46,356
+5,620
+14% +$179K 0.04% 572
2013
Q2 		$1.21M Buy
+40,736
New +$1.16M 0.03% 622

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Capstone Asset Management's SLF Position: Q2 2017 in Review

Capstone Asset Management reduced its Sun Life Financial (SLF) stake by 1.5% in Q2 2017, selling an estimated $38.6K and leaving 74,139 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #319.

Capstone Asset Management first reported a position in SLF in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.69M in Q1 2016. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

  • Capstone Asset Management held 74,139 shares of Sun Life Financial worth $2.65M as of Q2 2017.
  • Capstone Asset Management sold 1,120 Sun Life Financial shares in Q2 2017, an estimated $38.6K.
  • Sun Life Financial made up 0.07% of Capstone Asset Management's portfolio in Q2 2017, its #319 holding.
  • Capstone Asset Management first reported a position in Sun Life Financial in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Sun Life Financial position peaked at $3.69M in Q1 2016.
  • 271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.