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UBS’s Sun Life Financial SLF Stock Holding History

UBS’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
2014
Q3 		$5.86M Buy
161,585
+10,337
+7% +$388K ﹤0.01% 1877
2014
Q2 		$5.55M Sell
151,248
-175
-0.1% -$6.03K ﹤0.01% 1861
2014
Q1 		$5.24M Sell
151,423
-41,378
-21% -$1.42M ﹤0.01% 1821
2013
Q4 		$6.81M Buy
192,801
+21,245
+12% +$723K 0.01% 1586
2013
Q3 		$5.49M Buy
171,556
+36,179
+27% +$1.15M 0.01% 1631
2013
Q2 		$4.01M Buy
+135,377
New +$3.85M ﹤0.01% 1844

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

UBS's SLF Position: Q3 2014 in Review

UBS increased its Sun Life Financial (SLF) stake by 6.8% in Q3 2014, buying an estimated $388K and bringing the position to 161,585 shares worth $5.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

UBS first reported a position in SLF in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.81M in Q4 2013. 213 funds tracked by Wall St. Rank hold SLF as of Q3 2014.

  • UBS held 161,585 shares of Sun Life Financial worth $5.86M as of Q3 2014.
  • UBS bought 10,337 Sun Life Financial shares in Q3 2014, an estimated $388K.
  • Sun Life Financial made up ﹤0.01% of UBS's portfolio in Q3 2014, its #1877 holding.
  • UBS first reported a position in Sun Life Financial in Q2 2013 and has held it in 6 quarters since.
  • UBS's Sun Life Financial position peaked at $6.81M in Q4 2013.
  • 213 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.