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Credential Securities’s Sun Life Financial SLF Stock Holding History

Credential Securities’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 		$1.21M Sell
30,133
-938
-3% -$38.8K 0.27% 56
2018
Q1 		$1.27M Sell
31,071
-1,116
-3% -$47.1K 0.3% 56
2017
Q4 		$1.33M Sell
32,187
-668
-2% -$26.6K 0.32% 58
2017
Q3 		$1.31M Sell
32,855
-1,547
-4% -$59K 0.35% 55
2017
Q2 		$1.22M Buy
34,402
+7,482
+28% +$258K 0.37% 54
2017
Q1 		$982K Buy
26,920
+10,381
+63% +$395K 0.34% 65
2016
Q4 		$635K Sell
16,539
-172
-1% -$6.23K 0.25% 96
2016
Q3 		$544K Buy
16,711
+734
+5% +$23.6K 0.25% 106
2016
Q2 		$524K Buy
15,977
+244
+2% +$8.18K 0.27% 108
2016
Q1 		$507K Sell
15,733
-389
-2% -$11.4K 0.29% 104
2015
Q4 		$503K Buy
16,122
+614
+4% +$20.3K 0.33% 97
2015
Q3 		$500K Buy
15,508
+3,632
+31% +$118K 0.35% 88
2015
Q2 		$397K Buy
11,876
+465
+4% +$15.3K 0.25% 107
2015
Q1 		$352K Buy
11,411
+2,382
+26% +$76.1K 0.23% 112
2014
Q4 		$326K Buy
9,029
+541
+6% +$19.3K 0.21% 113
2014
Q3 		$311K Buy
8,488
+501
+6% +$18.8K 0.21% 118
2014
Q2 		$293K Buy
7,987
+419
+6% +$14.4K 0.19% 120
2014
Q1 		$263K Buy
+7,568
New +$261K 0.2% 118

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
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

Credential Securities's SLF Position: Q2 2018 in Review

Credential Securities reduced its Sun Life Financial (SLF) stake by 3% in Q2 2018, selling an estimated $38.8K and leaving 30,133 shares worth $1.21M. The position accounts for 0.27% of the portfolio, ranked #56.

Credential Securities first reported a position in SLF in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.33M in Q4 2017. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

  • Credential Securities held 30,133 shares of Sun Life Financial worth $1.21M as of Q2 2018.
  • Credential Securities sold 938 Sun Life Financial shares in Q2 2018, an estimated $38.8K.
  • Sun Life Financial made up 0.27% of Credential Securities's portfolio in Q2 2018, its #56 holding.
  • Credential Securities first reported a position in Sun Life Financial in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Sun Life Financial position peaked at $1.33M in Q4 2017.
  • 308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.