United Capital Financial Advisors’s Sun Life Financial SLF Stock Holding History

United Capital Financial 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	-7,320	Closed	-$242K	–	1306
2016 Q2	$242K	Sell	7,320 -6,953	-49%	-$233K	﹤0.01%	1109
2016 Q1	$461K	Sell	14,273 -21,153	-60%	-$621K	0.01%	899
2015 Q4	$1.1M	Buy	35,426 +24,781	+233%	+$817K	0.01%	667
2015 Q3	$343K	Sell	10,645 -4,469	-30%	-$145K	﹤0.01%	1020
2015 Q2	$505K	Buy	+15,114	New	+$498K	0.01%	917

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

United Capital Financial Advisors's SLF Position: Q3 2016 in Review

United Capital Financial Advisors sold out of Sun Life Financial (SLF) in Q3 2016, closing a stake of 7,320 shares — an estimated $242K sold.

United Capital Financial Advisors first reported a position in SLF in Q2 2015 and held it in 5 quarters. The position peaked at $1.1M in Q4 2015. 251 funds tracked by Wall St. Rank hold SLF as of Q3 2016.

United Capital Financial Advisors reported no remaining Sun Life Financial position as of Q3 2016 after selling out during the quarter.
United Capital Financial Advisors sold 7,320 Sun Life Financial shares in Q3 2016, an estimated $242K.
United Capital Financial Advisors first reported a position in Sun Life Financial in Q2 2015 and held it in 5 quarters.
United Capital Financial Advisors's Sun Life Financial position peaked at $1.1M in Q4 2015.
251 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.