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Independent Portfolio Consultants’s Sun Life Financial SLF Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-33
Closed -$1K – 1015
2015
Q1 		$1K Buy
+33
New +$1.05K ﹤0.01% 962
2014
Q1 		– Sell
-17,170
Closed -$607K – 476
2013
Q4 		$607K Sell
17,170
-1,110
-6% -$37.8K 0.21% 157
2013
Q3 		$584K Buy
18,280
+2,000
+12% +$63.6K 0.23% 158
2013
Q2 		$482K Buy
+16,280
New +$463K 0.22% 194

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Independent Portfolio Consultants's SLF Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Sun Life Financial (SLF) in Q2 2015, closing a stake of 33 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in SLF in Q2 2013 and held it in 4 quarters. The position peaked at $607K in Q4 2013. 235 funds tracked by Wall St. Rank hold SLF as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Sun Life Financial position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 33 Sun Life Financial shares in Q2 2015, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Sun Life Financial in Q2 2013 and held it in 4 quarters.
  • Independent Portfolio Consultants's Sun Life Financial position peaked at $607K in Q4 2013.
  • 235 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.