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Hoertkorn Richard Charles’s Sun Life Financial SLF Stock Holding History

Hoertkorn Richard Charles’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
-3,000
Closed -$110K – 97
2014
Q2 		$110K Buy
+3,000
New +$103K 0.08% 52

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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

Hoertkorn Richard Charles's SLF Position: Q3 2014 in Review

Hoertkorn Richard Charles sold out of Sun Life Financial (SLF) in Q3 2014, closing a stake of 3,000 shares — an estimated $110K sold.

Hoertkorn Richard Charles first reported a position in SLF in Q2 2014 and held it in 1 quarter. The position peaked at $110K in Q2 2014. 212 funds tracked by Wall St. Rank hold SLF as of Q3 2014.

  • Hoertkorn Richard Charles reported no remaining Sun Life Financial position as of Q3 2014 after selling out during the quarter.
  • Hoertkorn Richard Charles sold 3,000 Sun Life Financial shares in Q3 2014, an estimated $110K.
  • Hoertkorn Richard Charles first reported a position in Sun Life Financial in Q2 2014 and held it in 1 quarter.
  • Hoertkorn Richard Charles's Sun Life Financial position peaked at $110K in Q2 2014.
  • 212 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2014.

Based on Hoertkorn Richard Charles's 13F filing for Q3 2014, filed 28 Oct 2014.