FirstMerit Bank N.A. Trustee’s Sun Life Financial SLF Stock Holding History

FirstMerit Bank N.A. Trustee’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 Q2	$266K	Buy	8,095 +30	+0.4%	+$1K	0.02%	278
2016 Q1	$260K	Hold	8,065	–	–	0.02%	267
2015 Q4	$252K	Sell	8,065 -6,433	-44%	-$212K	0.02%	272
2015 Q3	$468K	Hold	14,498	–	–	0.04%	213
2015 Q2	$484K	Buy	14,498 +6,907	+91%	+$228K	0.04%	215
2015 Q1	$234K	Hold	7,591	–	–	0.02%	287
2014 Q4	$274K	Hold	7,591	–	–	0.02%	267
2014 Q3	$275K	Hold	7,591	–	–	0.02%	269
2014 Q2	$279K	Hold	7,591	–	–	0.02%	268
2014 Q1	$263K	Buy	+7,591	New	+$261K	0.02%	271

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

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

IGIM

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

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

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

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

FirstMerit Bank N.A. Trustee's SLF Position: Q2 2016 in Review

FirstMerit Bank N.A. Trustee increased its Sun Life Financial (SLF) stake by 0.37% in Q2 2016, buying an estimated $1K and bringing the position to 8,095 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #278.

FirstMerit Bank N.A. Trustee first reported a position in SLF in Q1 2014 and has held it in 10 quarters since. The position peaked at $484K in Q2 2015. 257 funds tracked by Wall St. Rank hold SLF as of Q2 2016.

FirstMerit Bank N.A. Trustee held 8,095 shares of Sun Life Financial worth $266K as of Q2 2016.
FirstMerit Bank N.A. Trustee bought 30 Sun Life Financial shares in Q2 2016, an estimated $1K.
Sun Life Financial made up 0.02% of FirstMerit Bank N.A. Trustee's portfolio in Q2 2016, its #278 holding.
FirstMerit Bank N.A. Trustee first reported a position in Sun Life Financial in Q1 2014 and has held it in 10 quarters since.
FirstMerit Bank N.A. Trustee's Sun Life Financial position peaked at $484K in Q2 2015.
257 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2016.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2016, filed 11 Jul 2016.