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Convergence Investment Partners’s Sun Life Financial SLF Stock Holding History

Convergence Investment Partners’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
Q2 		– Sell
-144
Closed -$6K – 800
2018
Q1 		$6K Buy
+144
New +$6.07K ﹤0.01% 800
2013
Q4 		– Sell
-6,556
Closed -$210K – 402
2013
Q3 		$210K Sell
6,556
-1,776
-21% -$56.5K 0.04% 284
2013
Q2 		$247K Buy
+8,332
New +$237K 0.06% 274

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
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
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Convergence Investment Partners's SLF Position: Q2 2018 in Review

Convergence Investment Partners sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 144 shares — an estimated $6K sold.

Convergence Investment Partners first reported a position in SLF in Q2 2013 and held it in 3 quarters. The position peaked at $247K in Q2 2013. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

  • Convergence Investment Partners reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 144 Sun Life Financial shares in Q2 2018, an estimated $6K.
  • Convergence Investment Partners first reported a position in Sun Life Financial in Q2 2013 and held it in 3 quarters.
  • Convergence Investment Partners's Sun Life Financial position peaked at $247K in Q2 2013.
  • 308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.