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

Evercore 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
2017
Q2 		– Sell
-73
Closed -$3K – 1035
2017
Q1 		$3K Hold
73
– – ﹤0.01% 937
2016
Q4 		$3K Buy
+73
New +$2.65K ﹤0.01% 932
2013
Q4 		– Sell
-134
Closed -$4K – 971
2013
Q3 		$4K Buy
+134
New +$4.26K ﹤0.01% 905

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
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
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Evercore Wealth Management's SLF Position: Q2 2017 in Review

Evercore Wealth Management sold out of Sun Life Financial (SLF) in Q2 2017, closing a stake of 73 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in SLF in Q3 2013 and held it in 3 quarters. The position peaked at $4K in Q3 2013. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

  • Evercore Wealth Management reported no remaining Sun Life Financial position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 73 Sun Life Financial shares in Q2 2017, an estimated $3K.
  • Evercore Wealth Management first reported a position in Sun Life Financial in Q3 2013 and held it in 3 quarters.
  • Evercore Wealth Management's Sun Life Financial position peaked at $4K in Q3 2013.
  • 271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.