Commerce Bank’s Sun Life Financial SLF Stock Holding History

Commerce Bank’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
2018 Q1	–	Sell	-6,872	Closed	-$283K	–	858
2017 Q4	$283K	Sell	6,872 -175	-2%	-$6.98K	﹤0.01%	734
2017 Q3	$281K	Sell	7,047 -1,400	-17%	-$53.4K	﹤0.01%	720
2017 Q2	$302K	Hold	8,447	–	–	﹤0.01%	680
2017 Q1	$309K	Hold	8,447	–	–	﹤0.01%	666
2016 Q4	$324K	Hold	8,447	–	–	﹤0.01%	627
2016 Q3	$274K	Buy	8,447 +2,000	+31%	+$64.3K	﹤0.01%	675
2016 Q2	$212K	Sell	6,447 -805	-11%	-$27K	﹤0.01%	758
2016 Q1	$234K	Buy	7,252 +105	+1%	+$3.08K	﹤0.01%	715
2015 Q4	$223K	Sell	7,147 -200	-3%	-$6.6K	﹤0.01%	729
2015 Q3	$237K	Hold	7,347	–	–	﹤0.01%	720
2015 Q2	$245K	Hold	7,347	–	–	﹤0.01%	727
2015 Q1	$226K	Hold	7,347	–	–	﹤0.01%	743
2014 Q4	$265K	Sell	7,347 -520	-7%	-$18.6K	﹤0.01%	718
2014 Q3	$286K	Hold	7,867	–	–	﹤0.01%	667
2014 Q2	$289K	Sell	7,867 -500	-6%	-$17.2K	﹤0.01%	660
2014 Q1	$289K	Buy	8,367 +2,347	+39%	+$80.8K	﹤0.01%	647
2013 Q4	$213K	Sell	6,020 -250	-4%	-$8.51K	﹤0.01%	718
2013 Q3	$201K	Buy	+6,270	New	+$199K	﹤0.01%	717

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Commerce Bank's SLF Position: Q1 2018 in Review

Commerce Bank sold out of Sun Life Financial (SLF) in Q1 2018, closing a stake of 6,872 shares — an estimated $283K sold.

Commerce Bank first reported a position in SLF in Q3 2013 and held it in 18 quarters. The position peaked at $324K in Q4 2016. 308 funds tracked by Wall St. Rank hold SLF as of Q1 2018.

Commerce Bank reported no remaining Sun Life Financial position as of Q1 2018 after selling out during the quarter.
Commerce Bank sold 6,872 Sun Life Financial shares in Q1 2018, an estimated $283K.
Commerce Bank first reported a position in Sun Life Financial in Q3 2013 and held it in 18 quarters.
Commerce Bank's Sun Life Financial position peaked at $324K in Q4 2016.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2018.

Based on Commerce Bank's 13F filing for Q1 2018, filed 3 May 2018.