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Carroll Financial Associates’s Sun Life Financial SLF Stock Holding History

Carroll Financial 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
Q2 		– Sell
-702
Closed -$22K – 1212
2016
Q1 		$22K Hold
702
– – ﹤0.01% 591
2015
Q4 		$21K Buy
+702
New +$23.2K ﹤0.01% 575

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
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 Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Carroll Financial Associates's SLF Position: Q2 2016 in Review

Carroll Financial Associates sold out of Sun Life Financial (SLF) in Q2 2016, closing a stake of 702 shares — an estimated $22K sold.

Carroll Financial Associates first reported a position in SLF in Q4 2015 and held it in 2 quarters. The position peaked at $22K in Q1 2016. 256 funds tracked by Wall St. Rank hold SLF as of Q2 2016.

  • Carroll Financial Associates reported no remaining Sun Life Financial position as of Q2 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 702 Sun Life Financial shares in Q2 2016, an estimated $22K.
  • Carroll Financial Associates first reported a position in Sun Life Financial in Q4 2015 and held it in 2 quarters.
  • Carroll Financial Associates's Sun Life Financial position peaked at $22K in Q1 2016.
  • 256 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2016.

Based on Carroll Financial Associates's 13F filing for Q2 2016, filed 18 Jul 2016.