LBA Wealth Management’s Sun Life Financial SLF Stock Holding History

LBA Wealth Management’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	-1,000	Closed	-$33K	–	480
2016 Q3	$33K	Hold	1,000	–	–	0.02%	234
2016 Q2	$33K	Hold	1,000	–	–	0.02%	226
2016 Q1	$32K	Hold	1,000	–	–	0.02%	223
2015 Q4	$31K	Hold	1,000	–	–	0.02%	236
2015 Q3	$32K	Hold	1,000	–	–	0.02%	200
2015 Q2	$33K	Hold	1,000	–	–	0.02%	190
2015 Q1	$31K	Hold	1,000	–	–	0.02%	190
2014 Q4	$36K	Sell	1,000 -856	-46%	-$30.6K	0.02%	180
2014 Q3	$67K	Buy	+1,856	New	+$69.7K	0.05%	157
2014 Q1	–	Sell	-1,856	Closed	-$66K	–	270
2013 Q4	$66K	Buy	+1,856	New	+$63.2K	0.05%	148

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

LBA Wealth Management's SLF Position: Q4 2016 in Review

LBA Wealth Management sold out of Sun Life Financial (SLF) in Q4 2016, closing a stake of 1,000 shares — an estimated $33K sold.

LBA Wealth Management first reported a position in SLF in Q4 2013 and held it in 10 quarters. The position peaked at $67K in Q3 2014. 277 funds tracked by Wall St. Rank hold SLF as of Q4 2016.

LBA Wealth Management reported no remaining Sun Life Financial position as of Q4 2016 after selling out during the quarter.
LBA Wealth Management sold 1,000 Sun Life Financial shares in Q4 2016, an estimated $33K.
LBA Wealth Management first reported a position in Sun Life Financial in Q4 2013 and held it in 10 quarters.
LBA Wealth Management's Sun Life Financial position peaked at $67K in Q3 2014.
277 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2016.

Based on LBA Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.