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

Symphony 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
2016
Q1 		– Sell
-18,451
Closed -$576K – 426
2015
Q4 		$576K Sell
18,451
-6,172
-25% -$204K 0.06% 257
2015
Q3 		$794K Buy
24,623
+8,787
+55% +$285K 0.1% 229
2015
Q2 		$529K Buy
+15,836
New +$522K 0.07% 270

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Symphony Asset Management's SLF Position: Q1 2016 in Review

Symphony Asset Management sold out of Sun Life Financial (SLF) in Q1 2016, closing a stake of 18,451 shares — an estimated $576K sold.

Symphony Asset Management first reported a position in SLF in Q2 2015 and held it in 3 quarters. The position peaked at $794K in Q3 2015. 251 funds tracked by Wall St. Rank hold SLF as of Q1 2016.

  • Symphony Asset Management reported no remaining Sun Life Financial position as of Q1 2016 after selling out during the quarter.
  • Symphony Asset Management sold 18,451 Sun Life Financial shares in Q1 2016, an estimated $576K.
  • Symphony Asset Management first reported a position in Sun Life Financial in Q2 2015 and held it in 3 quarters.
  • Symphony Asset Management's Sun Life Financial position peaked at $794K in Q3 2015.
  • 251 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2016.

Based on Symphony Asset Management's 13F filing for Q1 2016, filed 13 May 2016.