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Mason Street Advisors’s Sun Life Financial SLF Stock Holding History

Mason Street Advisors’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
Q1 		– Sell
-86,000
Closed -$3.1M – 1704
2014
Q4 		$3.1M Buy
86,000
+3,900
+5% +$139K 0.02% 752
2014
Q3 		$2.98M Buy
82,100
+2,800
+4% +$105K 0.02% 756
2014
Q2 		$2.92M Buy
79,300
+1,300
+2% +$44.8K 0.02% 774
2014
Q1 		$2.7M Buy
78,000
+2,700
+4% +$92.9K 0.02% 809
2013
Q4 		$2.66M Buy
+75,300
New +$2.56M 0.02% 797

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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mason Street Advisors's SLF Position: Q1 2015 in Review

Mason Street Advisors sold out of Sun Life Financial (SLF) in Q1 2015, closing a stake of 86,000 shares — an estimated $3.1M sold.

Mason Street Advisors first reported a position in SLF in Q4 2013 and held it in 5 quarters. The position peaked at $3.1M in Q4 2014. 229 funds tracked by Wall St. Rank hold SLF as of Q1 2015.

  • Mason Street Advisors reported no remaining Sun Life Financial position as of Q1 2015 after selling out during the quarter.
  • Mason Street Advisors sold 86,000 Sun Life Financial shares in Q1 2015, an estimated $3.1M.
  • Mason Street Advisors first reported a position in Sun Life Financial in Q4 2013 and held it in 5 quarters.
  • Mason Street Advisors's Sun Life Financial position peaked at $3.1M in Q4 2014.
  • 229 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2015.

Based on Mason Street Advisors's 13F filing for Q1 2015, filed 15 May 2015.