Strategic Advisors’s Sun Life Financial SLF Stock Holding History

Strategic Advisors’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 Q3	–	Sell	-17,700	Closed	-$581K	–	131
2016 Q2	$581K	Sell	17,700 -4,500	-20%	-$151K	0.34%	82
2016 Q1	$716K	Sell	22,200 -100	-0.4%	-$2.94K	0.41%	77
2015 Q4	$696K	Hold	22,300	–	–	0.46%	72
2015 Q3	$719K	Hold	22,300	–	–	0.5%	69
2015 Q2	$745K	Sell	22,300 -1,750	-7%	-$57.7K	0.48%	71
2015 Q1	$883K	Hold	24,050	–	–	0.57%	60
2014 Q4	$867K	Hold	24,050	–	–	0.57%	65
2014 Q3	$872K	Hold	24,050	–	–	0.57%	63
2014 Q2	$883K	Sell	24,050 -500	-2%	-$17.2K	0.56%	60
2014 Q1	$850K	Hold	24,550	–	–	0.57%	59
2013 Q4	$867K	Sell	24,550 -2,000	-8%	-$68.1K	0.59%	58
2013 Q3	$849K	Sell	26,550 -3,000	-10%	-$95.4K	0.7%	52
2013 Q2	$879K	Buy	+29,550	New	+$841K	0.79%	39

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Strategic Advisors's SLF Position: Q3 2016 in Review

Strategic Advisors sold out of Sun Life Financial (SLF) in Q3 2016, closing a stake of 17,700 shares — an estimated $581K sold.

Strategic Advisors first reported a position in SLF in Q2 2013 and held it in 13 quarters. The position peaked at $883K in Q1 2015. 251 funds tracked by Wall St. Rank hold SLF as of Q3 2016.

Strategic Advisors reported no remaining Sun Life Financial position as of Q3 2016 after selling out during the quarter.
Strategic Advisors sold 17,700 Sun Life Financial shares in Q3 2016, an estimated $581K.
Strategic Advisors first reported a position in Sun Life Financial in Q2 2013 and held it in 13 quarters.
Strategic Advisors's Sun Life Financial position peaked at $883K in Q1 2015.
251 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2016.

Based on Strategic Advisors's 13F filing for Q3 2016, filed 24 Oct 2016.