Delta Lloyd’s Sun Life Financial SLF Stock Holding History

Delta Lloyd’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 Q2	$2.26M	Buy	63,156 +13,739	+28%	+$474K	0.06%	267
2017 Q1	$1.8M	Hold	49,417	–	–	0.05%	277
2016 Q4	$1.9M	Buy	49,417 +8,321	+20%	+$301K	0.06%	262
2016 Q3	$1.34M	Hold	41,096	–	–	0.04%	324
2016 Q2	$1.35M	Hold	41,096	–	–	0.05%	304
2016 Q1	$1.33M	Sell	41,096 -2,322	-5%	-$68.2K	0.04%	298
2015 Q4	$1.35M	Buy	43,418 +500	+1%	+$16.5K	0.05%	275
2015 Q3	$1.39M	Hold	42,918	–	–	0.04%	284
2015 Q2	$1.44M	Buy	42,918 +17,590	+69%	+$580K	0.04%	286
2015 Q1	$780K	Hold	25,328	–	–	0.02%	341
2014 Q4	$914K	Hold	25,328	–	–	0.03%	316
2014 Q3	$996K	Hold	25,328	–	–	0.01%	277
2014 Q2	$931K	Buy	25,328 +4,347	+21%	+$150K	0.03%	268
2014 Q1	$727K	Sell	20,981 -755	-3%	-$26K	0.02%	286
2013 Q4	$816K	Buy	21,736 +4,917	+29%	+$167K	0.03%	259
2013 Q3	$536K	Buy	16,819 +2,758	+20%	+$87.7K	0.02%	320
2013 Q2	$416K	Buy	+14,061	New	+$400K	0.02%	353

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Delta Lloyd's SLF Position: Q2 2017 in Review

Delta Lloyd increased its Sun Life Financial (SLF) stake by 28% in Q2 2017, buying an estimated $474K and bringing the position to 63,156 shares worth $2.26M. The position accounts for 0.06% of the portfolio, ranked #267.

Delta Lloyd first reported a position in SLF in Q2 2013 and has held it in 17 quarters since. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

Delta Lloyd held 63,156 shares of Sun Life Financial worth $2.26M as of Q2 2017.
Delta Lloyd bought 13,739 Sun Life Financial shares in Q2 2017, an estimated $474K.
Sun Life Financial made up 0.06% of Delta Lloyd's portfolio in Q2 2017, its #267 holding.
Delta Lloyd first reported a position in Sun Life Financial in Q2 2013 and has held it in 17 quarters since.
271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on Delta Lloyd's 13F filing for Q2 2017, filed 9 Aug 2017.