Stanford Investment Group’s Sun Life Financial SLF Stock Holding History

Stanford Investment Group’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
2016 Q4	–	Sell	-1,102	Closed	-$36K	–	411
2016 Q3	$36K	Hold	1,102	–	–	0.02%	187
2016 Q2	$36K	Hold	1,102	–	–	0.02%	176
2016 Q1	$36K	Hold	1,102	–	–	0.02%	174
2015 Q4	$34K	Hold	1,102	–	–	0.02%	165
2015 Q3	$36K	Hold	1,102	–	–	0.03%	146
2015 Q2	$37K	Hold	1,102	–	–	0.03%	158
2015 Q1	$34K	Hold	1,102	–	–	0.03%	172
2014 Q4	$40K	Buy	+1,102	New	+$39.4K	0.03%	155

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

Stanford Investment Group's SLF Position: Q4 2016 in Review

Stanford Investment Group sold out of Sun Life Financial (SLF) in Q4 2016, closing a stake of 1,102 shares — an estimated $36K sold.

Stanford Investment Group first reported a position in SLF in Q4 2014 and held it in 8 quarters. The position peaked at $40K in Q4 2014. 278 funds tracked by Wall St. Rank hold SLF as of Q4 2016.

Stanford Investment Group reported no remaining Sun Life Financial position as of Q4 2016 after selling out during the quarter.
Stanford Investment Group sold 1,102 Sun Life Financial shares in Q4 2016, an estimated $36K.
Stanford Investment Group first reported a position in Sun Life Financial in Q4 2014 and held it in 8 quarters.
Stanford Investment Group's Sun Life Financial position peaked at $40K in Q4 2014.
278 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.