Concert Wealth Management’s Sun Life Financial SLF Stock Holding History

Concert Wealth 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
2016 Q4	–	Sell	-62,408	Closed	-$2.04M	–	858
2016 Q3	$2.04M	Buy	62,408 +12,088	+24%	+$389K	0.25%	96
2016 Q2	$1.65M	Buy	50,320 +7,729	+18%	+$259K	0.22%	115
2016 Q1	$1.38M	Buy	42,591 +8,255	+24%	+$242K	0.18%	142
2015 Q4	$1.07M	Sell	34,336 -1,195	-3%	-$39.4K	0.14%	175
2015 Q3	$1.15M	Buy	35,531 +2,308	+7%	+$74.8K	0.16%	165
2015 Q2	$1.11M	Buy	33,223 +604	+2%	+$19.9K	0.14%	181
2015 Q1	$863K	Buy	32,619 +1,120	+4%	+$35.8K	0.25%	108
2014 Q4	$1.14M	Buy	+31,499	New	+$1.13M	0.17%	148

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

LBA

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

Concert Wealth Management's SLF Position: Q4 2016 in Review

Concert Wealth Management sold out of Sun Life Financial (SLF) in Q4 2016, closing a stake of 62,408 shares — an estimated $2.04M sold.

Concert Wealth Management first reported a position in SLF in Q4 2014 and held it in 8 quarters. The position peaked at $2.04M in Q3 2016. 277 funds tracked by Wall St. Rank hold SLF as of Q4 2016.

Concert Wealth Management reported no remaining Sun Life Financial position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 62,408 Sun Life Financial shares in Q4 2016, an estimated $2.04M.
Concert Wealth Management first reported a position in Sun Life Financial in Q4 2014 and held it in 8 quarters.
Concert Wealth Management's Sun Life Financial position peaked at $2.04M in Q3 2016.
277 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.