Rothschild & Co Asset Management US’s Sun Life Financial SLF Stock Holding History

Rothschild & Co Asset Management US’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 Q3	–	Sell	-36,886	Closed	-$1.71M	–	526
2017 Q2	$1.71M	Buy	36,886 +2,598	+8%	+$89.6K	0.02%	335
2017 Q1	$1.67M	Buy	34,288 +4,758	+16%	+$181K	0.02%	335
2016 Q4	$1.52M	Buy	+29,530	New	+$1.07M	0.02%	359
2016 Q3	–	Sell	-30,604	Closed	-$1.3M	–	572
2016 Q2	$1.3M	Buy	+30,604	New	+$1.03M	0.02%	346

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LBA

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

Rothschild & Co Asset Management US's SLF Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Sun Life Financial (SLF) in Q3 2017, closing a stake of 36,886 shares — an estimated $1.71M sold.

Rothschild & Co Asset Management US first reported a position in SLF in Q2 2016 and held it in 4 quarters. The position peaked at $1.71M in Q2 2017. 281 funds tracked by Wall St. Rank hold SLF as of Q3 2017.

Rothschild & Co Asset Management US reported no remaining Sun Life Financial position as of Q3 2017 after selling out during the quarter.
Rothschild & Co Asset Management US sold 36,886 Sun Life Financial shares in Q3 2017, an estimated $1.71M.
Rothschild & Co Asset Management US first reported a position in Sun Life Financial in Q2 2016 and held it in 4 quarters.
Rothschild & Co Asset Management US's Sun Life Financial position peaked at $1.71M in Q2 2017.
281 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.