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

Obermeyer 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
2013
Q3 		– Sell
-3,650
Closed -$108K – 245
2013
Q2 		$108K Buy
+3,650
New +$104K 0.03% 79

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Bank of Montreal
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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

Obermeyer Wealth Partners's SLF Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Sun Life Financial (SLF) in Q3 2013, closing a stake of 3,650 shares — an estimated $108K sold.

Obermeyer Wealth Partners first reported a position in SLF in Q2 2013 and held it in 1 quarter. The position peaked at $108K in Q2 2013. 193 funds tracked by Wall St. Rank hold SLF as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Sun Life Financial position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,650 Sun Life Financial shares in Q3 2013, an estimated $108K.
  • Obermeyer Wealth Partners first reported a position in Sun Life Financial in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Sun Life Financial position peaked at $108K in Q2 2013.
  • 193 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.