MYCIO Wealth Partners’s Sun Life Financial SLF Stock Holding History

MYCIO Wealth Partners’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	-50	Closed	-$2K	–	580
2016 Q3	$2K	Hold	50	–	–	﹤0.01%	760
2016 Q2	$2K	Hold	50	–	–	﹤0.01%	908
2016 Q1	$2K	Hold	50	–	–	﹤0.01%	721
2015 Q4	$2K	Hold	50	–	–	﹤0.01%	679
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	762
2015 Q2	$2K	Hold	50	–	–	﹤0.01%	660
2015 Q1	$2K	Hold	50	–	–	﹤0.01%	615
2014 Q4	$2K	Hold	50	–	–	﹤0.01%	585
2014 Q3	$2K	Hold	50	–	–	﹤0.01%	582
2014 Q2	$2K	Hold	50	–	–	﹤0.01%	593
2014 Q1	$2K	Hold	50	–	–	﹤0.01%	588
2013 Q4	$2K	Hold	50	–	–	﹤0.01%	549
2013 Q3	$2K	Hold	50	–	–	﹤0.01%	497
2013 Q2	$1K	Buy	+50	New	+$1.42K	﹤0.01%	530

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

MYCIO Wealth Partners's SLF Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Sun Life Financial (SLF) in Q4 2016, closing a stake of 50 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in SLF in Q2 2013 and held it in 14 quarters. The position peaked at $2K in Q3 2016. 277 funds tracked by Wall St. Rank hold SLF as of Q4 2016.

MYCIO Wealth Partners reported no remaining Sun Life Financial position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 50 Sun Life Financial shares in Q4 2016, an estimated $2K.
MYCIO Wealth Partners first reported a position in Sun Life Financial in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Sun Life Financial position peaked at $2K in Q3 2016.
277 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.