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SII Investments’s Sun Life Financial SLF Stock Holding History

SII Investments’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
2018
Q1 		– Sell
-14,777
Closed -$610K – 279
2017
Q4 		$610K Sell
14,777
-300
-2% -$12K 0.06% 221
2017
Q3 		$603K Buy
+15,077
New +$575K 0.03% 311

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

SII Investments's SLF Position: Q1 2018 in Review

SII Investments sold out of Sun Life Financial (SLF) in Q1 2018, closing a stake of 14,777 shares — an estimated $610K sold.

SII Investments first reported a position in SLF in Q3 2017 and held it in 2 quarters. The position peaked at $610K in Q4 2017. 308 funds tracked by Wall St. Rank hold SLF as of Q1 2018.

  • SII Investments reported no remaining Sun Life Financial position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 14,777 Sun Life Financial shares in Q1 2018, an estimated $610K.
  • SII Investments first reported a position in Sun Life Financial in Q3 2017 and held it in 2 quarters.
  • SII Investments's Sun Life Financial position peaked at $610K in Q4 2017.
  • 308 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.