First Command Bank’s Sun Life Financial SLF Stock Holding History

First Command Bank’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	-320	Closed	-$11K	–	435
2017 Q2	$11K	Sell	320 -180	-36%	-$6.21K	0.01%	342
2017 Q1	$19K	Hold	500	–	–	0.01%	281
2016 Q4	$19K	Buy	+500	New	+$18.1K	0.02%	283

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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 $40.9B AUM 35.96% 1-Year Est. Return

LBA

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

First Command Bank's SLF Position: Q3 2017 in Review

First Command Bank sold out of Sun Life Financial (SLF) in Q3 2017, closing a stake of 320 shares — an estimated $11K sold.

First Command Bank first reported a position in SLF in Q4 2016 and held it in 3 quarters. The position peaked at $19K in Q1 2017. 281 funds tracked by Wall St. Rank hold SLF as of Q3 2017.

First Command Bank reported no remaining Sun Life Financial position as of Q3 2017 after selling out during the quarter.
First Command Bank sold 320 Sun Life Financial shares in Q3 2017, an estimated $11K.
First Command Bank first reported a position in Sun Life Financial in Q4 2016 and held it in 3 quarters.
First Command Bank's Sun Life Financial position peaked at $19K in Q1 2017.
281 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2017.

Based on First Command Bank's 13F filing for Q3 2017, filed 10 Oct 2017.