Colony Group’s Sun Life Financial SLF Stock Holding History

Colony 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
2016 Q1	–	Sell	-13	Closed	–	–	577
2015 Q4	$0	Sell	13 -198	-94%	-$6.53K	﹤0.01%	891
2015 Q3	$7K	Hold	211	–	–	﹤0.01%	649
2015 Q2	$7K	Hold	211	–	–	﹤0.01%	625
2015 Q1	$7K	Hold	211	–	–	﹤0.01%	607
2014 Q4	$8K	Hold	211	–	–	﹤0.01%	610
2014 Q3	$8K	Hold	211	–	–	﹤0.01%	634
2014 Q2	$8K	Hold	211	–	–	﹤0.01%	562
2014 Q1	$7K	Hold	211	–	–	﹤0.01%	605
2013 Q4	$7K	Buy	+211	New	+$7.18K	﹤0.01%	542

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

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

IGIM

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

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

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

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

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

Colony Group's SLF Position: Q1 2016 in Review

Colony Group sold out of Sun Life Financial (SLF) in Q1 2016, closing a stake of 13 shares.

Colony Group first reported a position in SLF in Q4 2013 and held it in 9 quarters. The position peaked at $8K in Q4 2014. 251 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

Colony Group reported no remaining Sun Life Financial position as of Q1 2016 after selling out during the quarter.
Colony Group sold 13 Sun Life Financial shares in Q1 2016.
Colony Group first reported a position in Sun Life Financial in Q4 2013 and held it in 9 quarters.
Colony Group's Sun Life Financial position peaked at $8K in Q4 2014.
251 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on Colony Group's 13F filing for Q1 2016, filed 16 May 2016.