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Ronald Blue & Co’s Sun Life Financial SLF Stock Holding History

Ronald Blue & Co’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 		$272K Sell
7,609
-445
-6% -$15.3K 0.01% 172
2017
Q1 		$294K Sell
8,054
-194
-2% -$7.37K 0.01% 156
2016
Q4 		$317K Buy
8,248
+91
+1% +$3.3K 0.01% 145
2016
Q3 		$265K Buy
8,157
+42
+0.5% +$1.35K 0.01% 150
2016
Q2 		$267K Buy
+8,115
New +$272K 0.01% 155

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
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
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
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Ronald Blue & Co's SLF Position: Q2 2017 in Review

Ronald Blue & Co reduced its Sun Life Financial (SLF) stake by 5.5% in Q2 2017, selling an estimated $15.3K and leaving 7,609 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #172.

Ronald Blue & Co first reported a position in SLF in Q2 2016 and has held it in 5 quarters since. The position peaked at $317K in Q4 2016. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

  • Ronald Blue & Co held 7,609 shares of Sun Life Financial worth $272K as of Q2 2017.
  • Ronald Blue & Co sold 445 Sun Life Financial shares in Q2 2017, an estimated $15.3K.
  • Sun Life Financial made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #172 holding.
  • Ronald Blue & Co first reported a position in Sun Life Financial in Q2 2016 and has held it in 5 quarters since.
  • Ronald Blue & Co's Sun Life Financial position peaked at $317K in Q4 2016.
  • 271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.