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HL Financial Services’s Sun Life Financial SLF Stock Holding History

HL Financial Services’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
2014
Q3 		– Sell
-6,196
Closed -$227K – 694
2014
Q2 		$227K Buy
6,196
+400
+7% +$13.8K 0.01% 632
2014
Q1 		$201K Sell
5,796
-11,274
-66% -$388K 0.01% 628
2013
Q4 		$603K Buy
+17,070
New +$581K 0.02% 342

Other funds holding SLF

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Bank of Montreal
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IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

HL Financial Services's SLF Position: Q3 2014 in Review

HL Financial Services sold out of Sun Life Financial (SLF) in Q3 2014, closing a stake of 6,196 shares — an estimated $227K sold.

HL Financial Services first reported a position in SLF in Q4 2013 and held it in 3 quarters. The position peaked at $603K in Q4 2013. 212 funds tracked by Wall St. Rank hold SLF as of Q3 2014.

  • HL Financial Services reported no remaining Sun Life Financial position as of Q3 2014 after selling out during the quarter.
  • HL Financial Services sold 6,196 Sun Life Financial shares in Q3 2014, an estimated $227K.
  • HL Financial Services first reported a position in Sun Life Financial in Q4 2013 and held it in 3 quarters.
  • HL Financial Services's Sun Life Financial position peaked at $603K in Q4 2013.
  • 212 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2014.

Based on HL Financial Services's 13F filing for Q3 2014, filed 27 Oct 2014.