Stevens Capital Management’s Sun Life Financial SLF Stock Holding History

Stevens Capital 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 Q2	–	Sell	-10,279	Closed	-$376K	–	1052
2017 Q1	$376K	Sell	10,279 -1,932	-16%	-$73.4K	0.01%	652
2016 Q4	$469K	Buy	+12,211	New	+$442K	0.02%	595
2016 Q2	–	Sell	-10,611	Closed	-$342K	–	1107
2016 Q1	$342K	Sell	10,611 -7,465	-41%	-$219K	0.01%	655
2015 Q4	$564K	Buy	+18,076	New	+$596K	0.02%	541
2015 Q1	–	Sell	-21,721	Closed	-$783K	–	1208
2014 Q4	$783K	Buy	+21,721	New	+$777K	0.03%	481

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

Stevens Capital Management's SLF Position: Q2 2017 in Review

Stevens Capital Management sold out of Sun Life Financial (SLF) in Q2 2017, closing a stake of 10,279 shares — an estimated $376K sold.

Stevens Capital Management first reported a position in SLF in Q4 2014 and held it in 5 quarters. The position peaked at $783K in Q4 2014. 271 funds tracked by Wall St. Rank hold SLF as of Q2 2017.

Stevens Capital Management reported no remaining Sun Life Financial position as of Q2 2017 after selling out during the quarter.
Stevens Capital Management sold 10,279 Sun Life Financial shares in Q2 2017, an estimated $376K.
Stevens Capital Management first reported a position in Sun Life Financial in Q4 2014 and held it in 5 quarters.
Stevens Capital Management's Sun Life Financial position peaked at $783K in Q4 2014.
271 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2017.

Based on Stevens Capital Management's 13F filing for Q2 2017, filed 11 Aug 2017.