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TCI Wealth Advisors’s Sun Life Financial SLF Stock Holding History

TCI Wealth 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
Q2 		– Sell
-116
Closed -$4K – 1367
2016
Q1 		$4K Hold
116
– – ﹤0.01% 785
2015
Q4 		$4K Buy
+116
New +$3.83K ﹤0.01% 759

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

TCI Wealth Advisors's SLF Position: Q2 2016 in Review

TCI Wealth Advisors sold out of Sun Life Financial (SLF) in Q2 2016, closing a stake of 116 shares — an estimated $4K sold.

TCI Wealth Advisors first reported a position in SLF in Q4 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2016. 256 funds tracked by Wall St. Rank hold SLF as of Q2 2016.

  • TCI Wealth Advisors reported no remaining Sun Life Financial position as of Q2 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 116 Sun Life Financial shares in Q2 2016, an estimated $4K.
  • TCI Wealth Advisors first reported a position in Sun Life Financial in Q4 2015 and held it in 2 quarters.
  • TCI Wealth Advisors's Sun Life Financial position peaked at $4K in Q1 2016.
  • 256 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.