Lombard Odier & Cie (Canada)’s Sun Life Financial SLF Stock Holding History

Lombard Odier & Cie (Canada)’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 Q3	$102K	Hold	3,133	–	–	0.29%	56
2016 Q2	$102K	Hold	3,133	–	–	0.36%	49
2016 Q1	$102K	Hold	3,133	–	–	0.27%	51
2015 Q4	$97K	Hold	3,133	–	–	0.25%	53
2015 Q3	$100K	Sell	3,133 -2,300	-42%	-$74.6K	0.27%	56
2015 Q2	$181K	Sell	5,433 -6,915	-56%	-$228K	0.39%	55
2015 Q1	$381K	Hold	12,348	–	–	0.6%	45
2014 Q4	$448K	Hold	12,348	–	–	0.64%	41
2014 Q3	$449K	Hold	12,348	–	–	0.29%	69
2014 Q2	$455K	Hold	12,348	–	–	0.3%	69
2014 Q1	$428K	Hold	12,348	–	–	0.33%	63
2013 Q4	$436K	Buy	+12,348	New	+$420K	0.43%	47

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 $115B AUM 41.58% 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

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

IGIM

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

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

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

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

Lombard Odier & Cie (Canada)'s SLF Position: Q3 2016 in Review

Lombard Odier & Cie (Canada) held its Sun Life Financial (SLF) position steady in Q3 2016 at 3,133 shares worth $102K. The position accounts for 0.29% of the portfolio, ranked #56.

Lombard Odier & Cie (Canada) first reported a position in SLF in Q4 2013 and has held it in 12 quarters since. The position peaked at $455K in Q2 2014. 252 funds tracked by Wall St. Rank hold SLF as of Q3 2016.

Lombard Odier & Cie (Canada) held 3,133 shares of Sun Life Financial worth $102K as of Q3 2016.
Lombard Odier & Cie (Canada) left its Sun Life Financial share count unchanged in Q3 2016.
Sun Life Financial made up 0.29% of Lombard Odier & Cie (Canada)'s portfolio in Q3 2016, its #56 holding.
Lombard Odier & Cie (Canada) first reported a position in Sun Life Financial in Q4 2013 and has held it in 12 quarters since.
Lombard Odier & Cie (Canada)'s Sun Life Financial position peaked at $455K in Q2 2014.
252 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2016.

Based on Lombard Odier & Cie (Canada)'s 13F filing for Q3 2016, filed 14 Nov 2016.