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Robert N. Shapiro’s Sun Life Financial SLF Stock Holding History

Robert N. Shapiro’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
Q4 		$94K Hold
2,602
– – 0.02% 368
2014
Q3 		$94K Hold
2,602
– – 0.02% 382
2014
Q2 		$96K Hold
2,602
– – 0.02% 378
2014
Q1 		$90K Hold
2,602
– – 0.02% 392
2013
Q4 		$92K Sell
2,602
-1,381
-35% -$47K 0.02% 385
2013
Q3 		$127K Hold
3,983
– – 0.02% 356
2013
Q2 		$118K Buy
+3,983
New +$113K 0.02% 352

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

Robert N. Shapiro's SLF Position: Q4 2014 in Review

Robert N. Shapiro held its Sun Life Financial (SLF) position steady in Q4 2014 at 2,602 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #368.

Robert N. Shapiro first reported a position in SLF in Q2 2013 and has held it in 7 quarters since. The position peaked at $127K in Q3 2013. 224 funds tracked by Wall St. Rank hold SLF as of Q4 2014.

  • Robert N. Shapiro held 2,602 shares of Sun Life Financial worth $94K as of Q4 2014.
  • Robert N. Shapiro left its Sun Life Financial share count unchanged in Q4 2014.
  • Sun Life Financial made up 0.02% of Robert N. Shapiro's portfolio in Q4 2014, its #368 holding.
  • Robert N. Shapiro first reported a position in Sun Life Financial in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Sun Life Financial position peaked at $127K in Q3 2013.
  • 224 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.