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Curi RMB Capital’s Sun Life Financial SLF Stock Holding History

Curi RMB Capital’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
2014
Q1 		– Sell
-7,417
Closed -$262K – 387
2013
Q4 		$262K Buy
+7,417
New +$253K 0.02% 304
2013
Q3 		– Sell
-7,916
Closed -$234K – 383
2013
Q2 		$234K Buy
+7,916
New +$225K 0.02% 319

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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

Curi RMB Capital's SLF Position: Q1 2014 in Review

Curi RMB Capital sold out of Sun Life Financial (SLF) in Q1 2014, closing a stake of 7,417 shares — an estimated $262K sold.

Curi RMB Capital first reported a position in SLF in Q2 2013 and held it in 2 quarters. The position peaked at $262K in Q4 2013. 217 funds tracked by Wall St. Rank hold SLF as of Q1 2014.

  • Curi RMB Capital reported no remaining Sun Life Financial position as of Q1 2014 after selling out during the quarter.
  • Curi RMB Capital sold 7,417 Sun Life Financial shares in Q1 2014, an estimated $262K.
  • Curi RMB Capital first reported a position in Sun Life Financial in Q2 2013 and held it in 2 quarters.
  • Curi RMB Capital's Sun Life Financial position peaked at $262K in Q4 2013.
  • 217 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2014.

Based on Curi RMB Capital's 13F filing for Q1 2014, filed 12 May 2014.