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McKinley Capital Management’s Sun Life Financial SLF Stock Holding History

McKinley Capital 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
2017
Q2 		– Sell
-301,250
Closed -$14.6M – 554
2017
Q1 		$14.6M Buy
+301,250
New +$11.4M 0.54% 58
2016
Q4 		– Sell
-6,560
Closed -$280K – 566
2016
Q3 		$280K Buy
+6,560
New +$211K 0.01% 322

Other funds holding SLF

Royal Bank of Canada
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

McKinley Capital Management's SLF Position: Q2 2017 in Review

McKinley Capital Management sold out of Sun Life Financial (SLF) in Q2 2017, closing a stake of 301,250 shares — an estimated $14.6M sold.

McKinley Capital Management first reported a position in SLF in Q3 2016 and held it in 2 quarters. The position peaked at $14.6M in Q1 2017. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

  • McKinley Capital Management reported no remaining Sun Life Financial position as of Q2 2017 after selling out during the quarter.
  • McKinley Capital Management sold 301,250 Sun Life Financial shares in Q2 2017, an estimated $14.6M.
  • McKinley Capital Management first reported a position in Sun Life Financial in Q3 2016 and held it in 2 quarters.
  • McKinley Capital Management's Sun Life Financial position peaked at $14.6M in Q1 2017.
  • 271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on McKinley Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.