IMA Advisory Services’s Sun Life Financial SLF Stock Holding History

IMA Advisory 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
2016 Q1	–	Sell	-8,540	Closed	-$261K	–	128
2015 Q4	$261K	Sell	8,540 -470	-5%	-$15.5K	0.16%	97
2015 Q3	$285K	Sell	9,010 -1,710	-16%	-$55.4K	0.18%	96
2015 Q2	$358K	Sell	10,720 -510	-5%	-$16.8K	0.17%	103
2015 Q1	$346K	Hold	11,230	–	–	0.17%	111
2014 Q4	$405K	Hold	11,230	–	–	0.21%	99
2014 Q3	$407K	Buy	11,230 +2,200	+24%	+$82.7K	0.19%	119
2014 Q2	$331K	Sell	9,030 -3,450	-28%	-$119K	0.15%	135
2014 Q1	$432K	Buy	12,480 +680	+6%	+$23.4K	0.2%	108
2013 Q4	$417K	Buy	11,800 +4,490	+61%	+$153K	0.2%	108
2013 Q3	$234K	Buy	+7,310	New	+$232K	0.11%	143

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

IGIM

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

IMA Advisory Services's SLF Position: Q1 2016 in Review

IMA Advisory Services sold out of Sun Life Financial (SLF) in Q1 2016, closing a stake of 8,540 shares — an estimated $261K sold.

IMA Advisory Services first reported a position in SLF in Q3 2013 and held it in 10 quarters. The position peaked at $432K in Q1 2014. 251 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

IMA Advisory Services reported no remaining Sun Life Financial position as of Q1 2016 after selling out during the quarter.
IMA Advisory Services sold 8,540 Sun Life Financial shares in Q1 2016, an estimated $261K.
IMA Advisory Services first reported a position in Sun Life Financial in Q3 2013 and held it in 10 quarters.
IMA Advisory Services's Sun Life Financial position peaked at $432K in Q1 2014.
251 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on IMA Advisory Services's 13F filing for Q1 2016, filed 8 Dec 2016.