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WealthPLAN Partners’s Sun Life Financial SLF Stock Holding History

WealthPLAN Partners’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 		$15.6K Sell
482
-482
-50% -$15.5K 0.01% 529
2016
Q2 		$15.8K Buy
+964
New +$32.3K ﹤0.01% 1527

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $62.3B AUM 44.64% 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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

WealthPLAN Partners's SLF Position: Q3 2016 in Review

WealthPLAN Partners reduced its Sun Life Financial (SLF) stake by 50% in Q3 2016, selling an estimated $15.5K and leaving 482 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #529.

WealthPLAN Partners first reported a position in SLF in Q2 2016 and has held it in 2 quarters since. The position peaked at $15.8K in Q2 2016. 253 funds tracked by Wall St. Rank hold SLF as of Q3 2016.

  • WealthPLAN Partners held 482 shares of Sun Life Financial worth $15.6K as of Q3 2016.
  • WealthPLAN Partners sold 482 Sun Life Financial shares in Q3 2016, an estimated $15.5K.
  • Sun Life Financial made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #529 holding.
  • WealthPLAN Partners first reported a position in Sun Life Financial in Q2 2016 and has held it in 2 quarters since.
  • WealthPLAN Partners's Sun Life Financial position peaked at $15.8K in Q2 2016.
  • 253 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.