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D.A. Davidson & Co’s Sun Life Financial SLF Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-1,449
Closed -$51K – 1852
2017
Q2 		$51K Hold
1,449
– – ﹤0.01% 1529
2017
Q1 		$52K Buy
1,449
+1
+0.1% +$38 ﹤0.01% 1503
2016
Q4 		$55K Buy
1,448
+2
+0.1% +$72 ﹤0.01% 1561
2016
Q3 		$47K Buy
1,446
+631
+77% +$20.3K ﹤0.01% 1553
2016
Q2 		$26K Buy
815
+1
+0.1% +$34 ﹤0.01% 1670
2016
Q1 		$26K Sell
814
-119
-13% -$3.49K ﹤0.01% 1634
2015
Q4 		$29K Buy
933
+4
+0.4% +$132 ﹤0.01% 1591
2015
Q3 		$29K Buy
929
+1
+0.1% +$32 ﹤0.01% 1569
2015
Q2 		$30K Buy
928
+2
+0.2% +$66 ﹤0.01% 1596
2015
Q1 		$28K Buy
926
+2
+0.2% +$64 ﹤0.01% 1591
2014
Q4 		$33K Buy
924
+715
+342% +$25.6K ﹤0.01% 1556
2014
Q3 		$7K Buy
209
+2
+1% +$75 ﹤0.01% 1887
2014
Q2 		$7K Buy
207
+2
+1% +$69 ﹤0.01% 1870
2014
Q1 		$7K Sell
205
-3,102
-94% -$107K ﹤0.01% 1869
2013
Q4 		$116K Buy
3,307
+348
+12% +$11.8K ﹤0.01% 1008
2013
Q3 		$94K Sell
2,959
-796
-21% -$25.3K ﹤0.01% 907
2013
Q2 		$109K Buy
+3,755
New +$107K 0.01% 848

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

D.A. Davidson & Co's SLF Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Sun Life Financial (SLF) in Q3 2017, closing a stake of 1,449 shares — an estimated $51K sold.

D.A. Davidson & Co first reported a position in SLF in Q2 2013 and held it in 17 quarters. The position peaked at $116K in Q4 2013. 281 funds tracked by Wall St. Rank hold SLF as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Sun Life Financial position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,449 Sun Life Financial shares in Q3 2017, an estimated $51K.
  • D.A. Davidson & Co first reported a position in Sun Life Financial in Q2 2013 and held it in 17 quarters.
  • D.A. Davidson & Co's Sun Life Financial position peaked at $116K in Q4 2013.
  • 281 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.