Princeton Alpha Management’s Sun Life Financial SLF Stock Holding History

Princeton Alpha 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 Q2	–	Sell	-10,718	Closed	-$392K	–	327
2017 Q1	$392K	Sell	10,718 -23,937	-69%	-$910K	0.13%	271
2016 Q4	$1.33M	Buy	34,655 +2,425	+8%	+$87.9K	0.27%	94
2016 Q3	$1.05M	Buy	32,230 +14,985	+87%	+$482K	0.2%	164
2016 Q2	$566K	Buy	+17,245	New	+$578K	0.1%	313
2016 Q1	–	Sell	-14,720	Closed	-$459K	–	902
2015 Q4	$459K	Sell	14,720 -254	-2%	-$8.38K	0.08%	365
2015 Q3	$483K	Buy	14,974 +2,083	+16%	+$67.5K	0.1%	309
2015 Q2	$431K	Sell	12,891 -3,212	-20%	-$106K	0.09%	344
2015 Q1	$496K	Buy	+16,103	New	+$514K	0.11%	270
2014 Q3	–	Sell	-9,150	Closed	-$336K	–	809
2014 Q2	$336K	Sell	9,150 -6,436	-41%	-$222K	0.07%	404
2014 Q1	$540K	Sell	15,586 -1,182	-7%	-$40.7K	0.17%	173
2013 Q4	$592K	Buy	+16,768	New	+$571K	0.43%	37

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

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

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

LBA

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Princeton Alpha Management's SLF Position: Q2 2017 in Review

Princeton Alpha Management sold out of Sun Life Financial (SLF) in Q2 2017, closing a stake of 10,718 shares — an estimated $392K sold.

Princeton Alpha Management first reported a position in SLF in Q4 2013 and held it in 11 quarters. The position peaked at $1.33M in Q4 2016. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

Princeton Alpha Management reported no remaining Sun Life Financial position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 10,718 Sun Life Financial shares in Q2 2017, an estimated $392K.
Princeton Alpha Management first reported a position in Sun Life Financial in Q4 2013 and held it in 11 quarters.
Princeton Alpha Management's Sun Life Financial position peaked at $1.33M in Q4 2016.
271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.