TDAM USA’s Sun Life Financial SLF Stock Holding History

TDAM USA’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
2019 Q1	–	Sell	-7,902	Closed	-$262K	–	295
2018 Q4	$262K	Hold	7,902	–	–	0.02%	284
2018 Q3	$314K	Sell	7,902 -700	-8%	-$28K	0.02%	287
2018 Q2	$345K	Hold	8,602	–	–	0.02%	279
2018 Q1	$353K	Hold	8,602	–	–	0.02%	280
2017 Q4	$356K	Hold	8,602	–	–	0.02%	278
2017 Q3	$342K	Hold	8,602	–	–	0.02%	282
2017 Q2	$307K	Buy	8,602 +800	+10%	+$27.6K	0.02%	293
2017 Q1	$284K	Buy	7,802 +700	+10%	+$26.6K	0.01%	295
2016 Q4	$273K	Sell	7,102 -2,206	-24%	-$79.9K	0.01%	301
2016 Q3	$302K	Buy	+9,308	New	+$299K	0.02%	318

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TDAM USA's SLF Position: Q1 2019 in Review

TDAM USA sold out of Sun Life Financial (SLF) in Q1 2019, closing a stake of 7,902 shares — an estimated $262K sold.

TDAM USA first reported a position in SLF in Q3 2016 and held it in 10 quarters. The position peaked at $356K in Q4 2017. 306 funds tracked by Wall St. Rank hold SLF as of Q1 2019.

TDAM USA reported no remaining Sun Life Financial position as of Q1 2019 after selling out during the quarter.
TDAM USA sold 7,902 Sun Life Financial shares in Q1 2019, an estimated $262K.
TDAM USA first reported a position in Sun Life Financial in Q3 2016 and held it in 10 quarters.
TDAM USA's Sun Life Financial position peaked at $356K in Q4 2017.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2019.

Based on TDAM USA's 13F filing for Q1 2019, filed 8 May 2019.