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Joel Isaacson & Co’s Sun Life Financial SLF Stock Holding History

Joel Isaacson & Co’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
Q4 		– Sell
-200
Closed -$7K – 696
2016
Q3 		$7K Hold
200
– – ﹤0.01% 586
2016
Q2 		$7K Hold
200
– – ﹤0.01% 579
2016
Q1 		$6K Hold
200
– – ﹤0.01% 636
2015
Q4 		$6K Hold
200
– – ﹤0.01% 604
2015
Q3 		$6K Hold
200
– – ﹤0.01% 616
2015
Q2 		$7K Buy
+200
New +$6.59K ﹤0.01% 635

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 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

Joel Isaacson & Co's SLF Position: Q4 2016 in Review

Joel Isaacson & Co sold out of Sun Life Financial (SLF) in Q4 2016, closing a stake of 200 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in SLF in Q2 2015 and held it in 6 quarters. The position peaked at $7K in Q3 2016. 277 funds tracked by Wall St. Rank hold SLF as of Q4 2016.

  • Joel Isaacson & Co reported no remaining Sun Life Financial position as of Q4 2016 after selling out during the quarter.
  • Joel Isaacson & Co sold 200 Sun Life Financial shares in Q4 2016, an estimated $7K.
  • Joel Isaacson & Co first reported a position in Sun Life Financial in Q2 2015 and held it in 6 quarters.
  • Joel Isaacson & Co's Sun Life Financial position peaked at $7K in Q3 2016.
  • 277 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2016.

Based on Joel Isaacson & Co's 13F filing for Q4 2016, filed 24 Jan 2017.