WF
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WealthTrust Fairport’s Sun Life Financial SLF Stock Holding History

WealthTrust Fairport’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
2013
Q4 		– Sell
-758
Closed -$24K – 395
2013
Q3 		$24K Hold
758
– – ﹤0.01% 194
2013
Q2 		$22K Buy
+758
New +$21.6K ﹤0.01% 190

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IGIM
I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

WealthTrust Fairport's SLF Position: Q4 2013 in Review

WealthTrust Fairport sold out of Sun Life Financial (SLF) in Q4 2013, closing a stake of 758 shares — an estimated $24K sold.

WealthTrust Fairport first reported a position in SLF in Q2 2013 and held it in 2 quarters. The position peaked at $24K in Q3 2013. 215 funds tracked by Wall St. Rank hold SLF as of Q4 2013.

  • WealthTrust Fairport reported no remaining Sun Life Financial position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 758 Sun Life Financial shares in Q4 2013, an estimated $24K.
  • WealthTrust Fairport first reported a position in Sun Life Financial in Q2 2013 and held it in 2 quarters.
  • WealthTrust Fairport's Sun Life Financial position peaked at $24K in Q3 2013.
  • 215 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.