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

Gupta 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
2016
Q1 		$76K Sell
2,366
-213
-8% -$6.25K 0.02% 375
2015
Q4 		$80K Buy
2,579
+213
+9% +$7.03K 0.02% 359
2015
Q3 		$76K Hold
2,366
– – 0.02% 385
2015
Q2 		$79K Hold
2,366
– – 0.02% 381
2015
Q1 		$73K Buy
+2,366
New +$75.5K 0.02% 343

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Gupta Wealth Management's SLF Position: Q1 2016 in Review

Gupta Wealth Management reduced its Sun Life Financial (SLF) stake by 8.3% in Q1 2016, selling an estimated $6.25K and leaving 2,366 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #375.

Gupta Wealth Management first reported a position in SLF in Q1 2015 and has held it in 5 quarters since. The position peaked at $80K in Q4 2015. 252 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

  • Gupta Wealth Management held 2,366 shares of Sun Life Financial worth $76K as of Q1 2016.
  • Gupta Wealth Management sold 213 Sun Life Financial shares in Q1 2016, an estimated $6.25K.
  • Sun Life Financial made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #375 holding.
  • Gupta Wealth Management first reported a position in Sun Life Financial in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Sun Life Financial position peaked at $80K in Q4 2015.
  • 252 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.