Regal Investment Advisors’s Sun Life Financial SLF Stock Holding History

Regal Investment Advisors’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
2015 Q1	–	Sell	-77	Closed	-$3K	–	1032
2014 Q4	$3K	Sell	77 -233	-75%	-$8.33K	﹤0.01%	824
2014 Q3	$11K	Sell	310 -24	-7%	-$902	﹤0.01%	678
2014 Q2	$12K	Sell	334 -12	-3%	-$413	﹤0.01%	641
2014 Q1	$12K	Sell	346 -41	-11%	-$1.41K	0.01%	611
2013 Q4	$14K	Sell	387 -35	-8%	-$1.19K	0.01%	526
2013 Q3	$14K	Sell	422 -3	-0.7%	-$95	0.01%	543
2013 Q2	$13K	Buy	+425	New	+$12.1K	0.01%	541

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Regal Investment Advisors's SLF Position: Q1 2015 in Review

Regal Investment Advisors sold out of Sun Life Financial (SLF) in Q1 2015, closing a stake of 77 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in SLF in Q2 2013 and held it in 7 quarters. The position peaked at $14K in Q4 2013. 229 funds tracked by Wall St. Rank hold SLF as of Q1 2015.

Regal Investment Advisors reported no remaining Sun Life Financial position as of Q1 2015 after selling out during the quarter.
Regal Investment Advisors sold 77 Sun Life Financial shares in Q1 2015, an estimated $3K.
Regal Investment Advisors first reported a position in Sun Life Financial in Q2 2013 and held it in 7 quarters.
Regal Investment Advisors's Sun Life Financial position peaked at $14K in Q4 2013.
229 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2015.

Based on Regal Investment Advisors's 13F filing for Q1 2015, filed 30 Apr 2015.