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Scheer Rowlett & Associates Investment Management’s Sun Life Financial SLF Stock Holding History

Scheer Rowlett & Associates Investment Management’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
Q1 		– Sell
-778,285
Closed -$29.9M – 27
2016
Q4 		$29.9M Sell
778,285
-292,379
-27% -$10.6M 2.03% 20
2016
Q3 		$34.8M Sell
1,070,664
-131,299
-11% -$4.22M 2.33% 18
2016
Q2 		$39.3M Sell
1,201,963
-449,835
-27% -$15.1M 2.31% 19
2016
Q1 		$53.5M Buy
1,651,798
+45,050
+3% +$1.32M 3% 15
2015
Q4 		$49.9M Sell
1,606,748
-208,789
-12% -$6.89M 3.24% 14
2015
Q3 		$58.3M Sell
1,815,537
-357,830
-16% -$11.6M 3.59% 12
2015
Q2 		$72.6M Sell
2,173,367
-46,265
-2% -$1.53M 3.55% 12
2015
Q1 		$68.4M Sell
2,219,632
-205,139
-8% -$6.55M 3.13% 12
2014
Q4 		$87.8M Sell
2,424,771
-55,795
-2% -$2M 3.25% 12
2014
Q3 		$90.1M Buy
2,480,566
+173,395
+8% +$6.52M 2.93% 13
2014
Q2 		$85M Buy
2,307,171
+159,431
+7% +$5.49M 2.21% 18
2014
Q1 		$82.2M Buy
2,147,740
+344,352
+19% +$11.9M 2.11% 19
2013
Q4 		$67.7M Sell
1,803,388
-31,496
-2% -$1.07M 1.61% 20
2013
Q3 		$60.4M Buy
1,834,884
+650,920
+55% +$20.7M 1.46% 19
2013
Q2 		$36.9M Buy
+1,183,964
New +$33.7M 0.93% 21

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 $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Scheer Rowlett & Associates Investment Management's SLF Position: Q1 2017 in Review

Scheer Rowlett & Associates Investment Management sold out of Sun Life Financial (SLF) in Q1 2017, closing a stake of 778,285 shares — an estimated $29.9M sold.

Scheer Rowlett & Associates Investment Management first reported a position in SLF in Q2 2013 and held it in 15 quarters. The position peaked at $90.1M in Q3 2014. 268 funds tracked by Wall St. Rank hold SLF as of Q1 2017.

  • Scheer Rowlett & Associates Investment Management reported no remaining Sun Life Financial position as of Q1 2017 after selling out during the quarter.
  • Scheer Rowlett & Associates Investment Management sold 778,285 Sun Life Financial shares in Q1 2017, an estimated $29.9M.
  • Scheer Rowlett & Associates Investment Management first reported a position in Sun Life Financial in Q2 2013 and held it in 15 quarters.
  • Scheer Rowlett & Associates Investment Management's Sun Life Financial position peaked at $90.1M in Q3 2014.
  • 268 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2017.

Based on Scheer Rowlett & Associates Investment Management's 13F filing for Q1 2017, filed 15 May 2017.