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Lebenthal Asset Management’s Sun Life Financial SLF Stock Holding History

Lebenthal Asset 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
-984
Closed -$32K – 622
2016
Q3 		$32K Buy
+984
New +$31.6K ﹤0.01% 501

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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

Lebenthal Asset Management's SLF Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Sun Life Financial (SLF) in Q4 2016, closing a stake of 984 shares — an estimated $32K sold.

Lebenthal Asset Management first reported a position in SLF in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 278 funds tracked by Wall St. Rank hold SLF as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Sun Life Financial position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 984 Sun Life Financial shares in Q4 2016, an estimated $32K.
  • Lebenthal Asset Management first reported a position in Sun Life Financial in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Sun Life Financial position peaked at $32K in Q3 2016.
  • 278 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.