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Edge Wealth Management’s Sun Life Financial SLF Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-618
Closed -$22K – 430
2014
Q2 		$22K Buy
+618
New +$21.3K 0.01% 240

Other funds holding SLF

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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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Edge Wealth Management's SLF Position: Q3 2014 in Review

Edge Wealth Management sold out of Sun Life Financial (SLF) in Q3 2014, closing a stake of 618 shares — an estimated $22K sold.

Edge Wealth Management first reported a position in SLF in Q2 2014 and held it in 1 quarter. The position peaked at $22K in Q2 2014. 212 funds tracked by Wall St. Rank hold SLF as of Q3 2014.

  • Edge Wealth Management reported no remaining Sun Life Financial position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 618 Sun Life Financial shares in Q3 2014, an estimated $22K.
  • Edge Wealth Management first reported a position in Sun Life Financial in Q2 2014 and held it in 1 quarter.
  • Edge Wealth Management's Sun Life Financial position peaked at $22K in Q2 2014.
  • 212 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.