Old Mutual Customised Solutions’s Sun Life Financial SLF Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$1.51M	Sell	37,557 -2,700	-7%	-$112K	0.15%	167
2018 Q1	$1.64M	Hold	40,257	–	–	0.17%	152
2017 Q4	$1.67M	Buy	40,257 +11,500	+40%	+$458K	0.17%	146
2017 Q3	$1.14M	Hold	28,757	–	–	0.16%	154
2017 Q2	$1.03M	Buy	28,757 +12,400	+76%	+$428K	0.15%	165
2017 Q1	$596K	Buy	16,357 +1,857	+13%	+$70.6K	0.09%	269
2016 Q4	$557K	Buy	14,500 +4,400	+44%	+$159K	0.1%	250
2016 Q3	$328K	Sell	10,100 -4,100	-29%	-$132K	0.09%	253
2016 Q2	$464K	Hold	14,200	–	–	0.12%	215
2016 Q1	$460K	Hold	14,200	–	–	0.12%	210
2015 Q4	$441K	Hold	14,200	–	–	0.11%	220
2015 Q3	$456K	Hold	14,200	–	–	0.12%	207
2015 Q2	$475K	Hold	14,200	–	–	0.11%	220
2015 Q1	$438K	Hold	14,200	–	–	0.11%	232
2014 Q4	$595K	Sell	14,200 -500	-3%	-$17.9K	0.17%	139
2014 Q3	$534K	Sell	14,700 -2,600	-15%	-$97.7K	0.15%	150
2014 Q2	$637K	Hold	17,300	–	–	0.15%	145
2014 Q1	$600K	Hold	17,300	–	–	0.15%	146
2013 Q4	$611K	Hold	17,300	–	–	0.16%	144
2013 Q3	$554K	Hold	17,300	–	–	0.16%	147
2013 Q2	$511K	Buy	+17,300	New	+$492K	0.15%	146

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Old Mutual Customised Solutions's SLF Position: Q2 2018 in Review

Old Mutual Customised Solutions reduced its Sun Life Financial (SLF) stake by 6.7% in Q2 2018, selling an estimated $112K and leaving 37,557 shares worth $1.51M. The position accounts for 0.15% of the portfolio, ranked #167.

Old Mutual Customised Solutions first reported a position in SLF in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.67M in Q4 2017. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

Old Mutual Customised Solutions held 37,557 shares of Sun Life Financial worth $1.51M as of Q2 2018.
Old Mutual Customised Solutions sold 2,700 Sun Life Financial shares in Q2 2018, an estimated $112K.
Sun Life Financial made up 0.15% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #167 holding.
Old Mutual Customised Solutions first reported a position in Sun Life Financial in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Sun Life Financial position peaked at $1.67M in Q4 2017.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.