Emerson Investment Management’s Sun Life Financial SLF Stock Holding History

Emerson Investment 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
2016 Q1	$2.24M	Buy	69,398 +448	+0.6%	+$13.2K	0.42%	67
2015 Q4	$2.15M	Sell	68,950 -2,470	-3%	-$81.5K	0.42%	66
2015 Q3	$2.3M	Sell	71,420 -8,725	-11%	-$283K	0.46%	64
2015 Q2	$2.68M	Sell	80,145 -3,390	-4%	-$112K	0.5%	64
2015 Q1	$2.58M	Sell	83,535 -9,525	-10%	-$304K	0.47%	69
2014 Q4	$3.36M	Buy	93,060 +1,675	+2%	+$59.9K	0.65%	57
2014 Q3	$3.31M	Buy	91,385 +4,660	+5%	+$175K	0.65%	55
2014 Q2	$3.18M	Buy	86,725 +1,225	+1%	+$42.2K	0.63%	56
2014 Q1	$2.96M	Buy	85,500 +1,175	+1%	+$40.5K	0.61%	60
2013 Q4	$2.98M	Buy	84,325 +2,200	+3%	+$74.9K	0.63%	55
2013 Q3	$2.63M	Buy	+82,125	New	+$2.61M	0.59%	59

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

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

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

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Emerson Investment Management's SLF Position: Q1 2016 in Review

Emerson Investment Management increased its Sun Life Financial (SLF) stake by 0.65% in Q1 2016, buying an estimated $13.2K and bringing the position to 69,398 shares worth $2.24M. The position accounts for 0.42% of the portfolio, ranked #67.

Emerson Investment Management first reported a position in SLF in Q3 2013 and has held it in 11 quarters since. The position peaked at $3.36M in Q4 2014. 252 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

Emerson Investment Management held 69,398 shares of Sun Life Financial worth $2.24M as of Q1 2016.
Emerson Investment Management bought 448 Sun Life Financial shares in Q1 2016, an estimated $13.2K.
Sun Life Financial made up 0.42% of Emerson Investment Management's portfolio in Q1 2016, its #67 holding.
Emerson Investment Management first reported a position in Sun Life Financial in Q3 2013 and has held it in 11 quarters since.
Emerson Investment Management's Sun Life Financial position peaked at $3.36M in Q4 2014.
252 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on Emerson Investment Management's 13F filing for Q1 2016, filed 9 May 2016.