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Perigon Wealth Management’s Sun Life Financial SLF Stock Holding History

Perigon Wealth 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
Q1 		– Sell
-139
Closed -$5K – 695
2016
Q4 		$5K Buy
+139
New +$5.04K ﹤0.01% 647

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
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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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Perigon Wealth Management's SLF Position: Q1 2017 in Review

Perigon Wealth Management sold out of Sun Life Financial (SLF) in Q1 2017, closing a stake of 139 shares — an estimated $5K sold.

Perigon Wealth Management first reported a position in SLF in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 268 funds tracked by Wall St. Rank hold SLF as of Q1 2017.

  • Perigon Wealth Management reported no remaining Sun Life Financial position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 139 Sun Life Financial shares in Q1 2017, an estimated $5K.
  • Perigon Wealth Management first reported a position in Sun Life Financial in Q4 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Sun Life Financial position peaked at $5K in Q4 2016.
  • 268 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.