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Scotia Asset Management’s Sun Life Financial SLF Stock Holding History

Scotia Asset 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
2013
Q3 		$32.9M Buy
1,028,361
+50,923
+5% +$1.62M 1.64% 18
2013
Q2 		$29M Buy
+977,438
New +$27.8M 1.53% 19

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Scotia Asset Management's SLF Position: Q3 2013 in Review

Scotia Asset Management increased its Sun Life Financial (SLF) stake by 5.2% in Q3 2013, buying an estimated $1.62M and bringing the position to 1,028,361 shares worth $32.9M. The position accounts for 1.64% of the portfolio, ranked #18.

Scotia Asset Management first reported a position in SLF in Q2 2013 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold SLF as of Q3 2013.

  • Scotia Asset Management held 1,028,361 shares of Sun Life Financial worth $32.9M as of Q3 2013.
  • Scotia Asset Management bought 50,923 Sun Life Financial shares in Q3 2013, an estimated $1.62M.
  • Sun Life Financial made up 1.64% of Scotia Asset Management's portfolio in Q3 2013, its #18 holding.
  • Scotia Asset Management first reported a position in Sun Life Financial in Q2 2013 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2013.

Based on Scotia Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.