FineMark National Bank & Trust’s Sun Life Financial SLF Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-52	Closed	-$2K	–	903
2016 Q4	$2K	Hold	52	–	–	﹤0.01%	1181
2016 Q3	$2K	Hold	52	–	–	﹤0.01%	1193
2016 Q2	$2K	Hold	52	–	–	﹤0.01%	1218
2016 Q1	$2K	Hold	52	–	–	﹤0.01%	1164
2015 Q4	$2K	Hold	52	–	–	﹤0.01%	1198
2015 Q3	$2K	Hold	52	–	–	﹤0.01%	1290
2015 Q2	$2K	Hold	52	–	–	﹤0.01%	1276
2015 Q1	$2K	Hold	52	–	–	﹤0.01%	1269
2014 Q4	$2K	Hold	52	–	–	﹤0.01%	1287
2014 Q3	$2K	Hold	52	–	–	﹤0.01%	1271
2014 Q2	$2K	Hold	52	–	–	﹤0.01%	1300
2014 Q1	$2K	Sell	52 -393	-88%	-$13.5K	﹤0.01%	1303
2013 Q4	$16K	Buy	445 +393	+756%	+$13.4K	﹤0.01%	905
2013 Q3	$2K	Hold	52	–	–	﹤0.01%	1274
2013 Q2	$2K	Buy	+52	New	+$1.48K	﹤0.01%	1271

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

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

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

FineMark National Bank & Trust's SLF Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Sun Life Financial (SLF) in Q1 2017, closing a stake of 52 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in SLF in Q2 2013 and held it in 15 quarters. The position peaked at $16K in Q4 2013. 268 funds tracked by Wall St. Rank hold SLF as of Q1 2017.

FineMark National Bank & Trust reported no remaining Sun Life Financial position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 52 Sun Life Financial shares in Q1 2017, an estimated $2K.
FineMark National Bank & Trust first reported a position in Sun Life Financial in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Sun Life Financial position peaked at $16K in Q4 2013.
268 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.