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Putnam Investments’s Sun Life Financial SLF Stock Holding History

Putnam Investments’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
2014
Q2 		– Sell
-64,800
Closed -$2.24M – 1507
2014
Q1 		$2.24M Hold
64,800
– – 0.01% 1024
2013
Q4 		$2.29M Sell
64,800
-8,600
-12% -$293K 0.01% 1012
2013
Q3 		$2.35M Hold
73,400
– – 0.01% 1005
2013
Q2 		$2.17M Buy
+73,400
New +$2.09M 0.01% 1026

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Putnam Investments's SLF Position: Q2 2014 in Review

Putnam Investments sold out of Sun Life Financial (SLF) in Q2 2014, closing a stake of 64,800 shares — an estimated $2.24M sold.

Putnam Investments first reported a position in SLF in Q2 2013 and held it in 4 quarters. The position peaked at $2.35M in Q3 2013. 213 funds tracked by Wall St. Rank hold SLF as of Q2 2014.

  • Putnam Investments reported no remaining Sun Life Financial position as of Q2 2014 after selling out during the quarter.
  • Putnam Investments sold 64,800 Sun Life Financial shares in Q2 2014, an estimated $2.24M.
  • Putnam Investments first reported a position in Sun Life Financial in Q2 2013 and held it in 4 quarters.
  • Putnam Investments's Sun Life Financial position peaked at $2.35M in Q3 2013.
  • 213 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2014.

Based on Putnam Investments's 13F filing for Q2 2014, filed 14 Aug 2014.