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Chicago Partners Investment Group’s Sun Life Financial SLF Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-260
Closed -$10K – 946
2017
Q3 		$10K Buy
+260
New +$9.92K ﹤0.01% 781

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Bank of Montreal
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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
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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Chicago Partners Investment Group's SLF Position: Q4 2017 in Review

Chicago Partners Investment Group sold out of Sun Life Financial (SLF) in Q4 2017, closing a stake of 260 shares — an estimated $10K sold.

Chicago Partners Investment Group first reported a position in SLF in Q3 2017 and held it in 1 quarter. The position peaked at $10K in Q3 2017. 307 funds tracked by Wall St. Rank hold SLF as of Q4 2017.

  • Chicago Partners Investment Group reported no remaining Sun Life Financial position as of Q4 2017 after selling out during the quarter.
  • Chicago Partners Investment Group sold 260 Sun Life Financial shares in Q4 2017, an estimated $10K.
  • Chicago Partners Investment Group first reported a position in Sun Life Financial in Q3 2017 and held it in 1 quarter.
  • Chicago Partners Investment Group's Sun Life Financial position peaked at $10K in Q3 2017.
  • 307 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2017.

Based on Chicago Partners Investment Group's 13F filing for Q4 2017, filed 28 Mar 2018.