Salient Capital Advisors’s Sun Life Financial SLF Stock Holding History

Salient Capital 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
2017 Q2	–	Sell	-10,000	Closed	-$366K	–	243
2017 Q1	$366K	Hold	10,000	–	–	0.01%	212
2016 Q4	$384K	Hold	10,000	–	–	0.01%	201
2016 Q3	$325K	Hold	10,000	–	–	0.01%	197
2016 Q2	$328K	Hold	10,000	–	–	0.01%	204
2016 Q1	$323K	Sell	10,000 -25,000	-71%	-$734K	0.01%	197
2015 Q4	$1.09M	Hold	35,000	–	–	0.03%	120
2015 Q3	$1.13M	Buy	35,000 +25,000	+250%	+$810K	0.03%	124
2015 Q2	$334K	Hold	10,000	–	–	0.01%	211
2015 Q1	$308K	Buy	+10,000	New	+$319K	0.01%	204

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Salient Capital Advisors's SLF Position: Q2 2017 in Review

Salient Capital Advisors sold out of Sun Life Financial (SLF) in Q2 2017, closing a stake of 10,000 shares — an estimated $366K sold.

Salient Capital Advisors first reported a position in SLF in Q1 2015 and held it in 9 quarters. The position peaked at $1.13M in Q3 2015. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

Salient Capital Advisors reported no remaining Sun Life Financial position as of Q2 2017 after selling out during the quarter.
Salient Capital Advisors sold 10,000 Sun Life Financial shares in Q2 2017, an estimated $366K.
Salient Capital Advisors first reported a position in Sun Life Financial in Q1 2015 and held it in 9 quarters.
Salient Capital Advisors's Sun Life Financial position peaked at $1.13M in Q3 2015.
271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on Salient Capital Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.