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Wealthfront’s Sun Life Financial SLF Stock Holding History

Wealthfront’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
Q4 		– Sell
-25
Closed -$1K – 947
2014
Q3 		$1K Buy
+25
New +$939 ﹤0.01% 653

Other funds holding SLF

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Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Wealthfront's SLF Position: Q4 2014 in Review

Wealthfront sold out of Sun Life Financial (SLF) in Q4 2014, closing a stake of 25 shares — an estimated $1K sold.

Wealthfront first reported a position in SLF in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 224 funds tracked by Wall St. Rank hold SLF as of Q4 2014.

  • Wealthfront reported no remaining Sun Life Financial position as of Q4 2014 after selling out during the quarter.
  • Wealthfront sold 25 Sun Life Financial shares in Q4 2014, an estimated $1K.
  • Wealthfront first reported a position in Sun Life Financial in Q3 2014 and held it in 1 quarter.
  • Wealthfront's Sun Life Financial position peaked at $1K in Q3 2014.
  • 224 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2014.

Based on Wealthfront's 13F filing for Q4 2014, filed 17 Feb 2015.