Numeric Investors’s Sun Life Financial SLF Stock Holding History

Numeric Investors’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 Q4	$567K	Buy	13,700 +4,800	+54%	+$191K	﹤0.01%	864
2017 Q3	$354K	Buy	+8,900	New	+$340K	﹤0.01%	950
2017 Q2	–	Sell	-20,400	Closed	-$743K	–	1142
2017 Q1	$743K	Buy	20,400 +3,600	+21%	+$137K	0.01%	712
2016 Q4	$646K	Buy	16,800 +1,200	+8%	+$43.5K	0.01%	760
2016 Q3	$507K	Buy	+15,600	New	+$502K	﹤0.01%	771

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Numeric Investors's SLF Position: Q4 2017 in Review

Numeric Investors increased its Sun Life Financial (SLF) stake by 54% in Q4 2017, buying an estimated $191K and bringing the position to 13,700 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Numeric Investors first reported a position in SLF in Q3 2016 and has held it in 5 quarters since. The position peaked at $743K in Q1 2017. 307 funds tracked by Wall St. Rank hold SLF as of Q4 2017.

Numeric Investors held 13,700 shares of Sun Life Financial worth $567K as of Q4 2017.
Numeric Investors bought 4,800 Sun Life Financial shares in Q4 2017, an estimated $191K.
Sun Life Financial made up ﹤0.01% of Numeric Investors's portfolio in Q4 2017, its #864 holding.
Numeric Investors first reported a position in Sun Life Financial in Q3 2016 and has held it in 5 quarters since.
Numeric Investors's Sun Life Financial position peaked at $743K in Q1 2017.
307 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.