Farmers & Merchants Trust Co of Chambersburg PA’s Sun Life Financial SLF Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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	-19,250	Closed	-$688K	–	286
2017 Q2	$688K	Sell	19,250 -21,900	-53%	-$755K	0.59%	59
2017 Q1	$1.5M	Sell	41,150 -175	-0.4%	-$6.65K	1.34%	23
2016 Q4	$1.59M	Buy	+41,325	New	+$1.5M	1.48%	18

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 $115B AUM 41.58% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

LBA

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

Farmers & Merchants Trust Co of Chambersburg PA's SLF Position: Q3 2017 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Sun Life Financial (SLF) in Q3 2017, closing a stake of 19,250 shares — an estimated $688K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in SLF in Q4 2016 and held it in 3 quarters. The position peaked at $1.59M in Q4 2016. 281 funds tracked by Wall St. Rank hold SLF as of Q3 2017.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Sun Life Financial position as of Q3 2017 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 19,250 Sun Life Financial shares in Q3 2017, an estimated $688K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Sun Life Financial in Q4 2016 and held it in 3 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's Sun Life Financial position peaked at $1.59M in Q4 2016.
281 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2017.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2017, filed 19 Oct 2017.