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Wilmington Trust’s Sun Life Financial SLF Stock Holding History

Wilmington Trust’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
Q2 		$1.3M Buy
35,431
+3,688
+12% +$127K 0.02% 338
2014
Q1 		$1.1M Hold
31,743
– – 0.02% 353
2013
Q4 		$1.12M Hold
31,743
– – 0.02% 346
2013
Q3 		$1.01M Sell
31,743
-813
-2% -$25.8K 0.02% 345
2013
Q2 		$964K Buy
+32,556
New +$926K 0.02% 328

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 $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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilmington Trust's SLF Position: Q2 2014 in Review

Wilmington Trust increased its Sun Life Financial (SLF) stake by 12% in Q2 2014, buying an estimated $127K and bringing the position to 35,431 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #338.

Wilmington Trust first reported a position in SLF in Q2 2013 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold SLF as of Q2 2014.

  • Wilmington Trust held 35,431 shares of Sun Life Financial worth $1.3M as of Q2 2014.
  • Wilmington Trust bought 3,688 Sun Life Financial shares in Q2 2014, an estimated $127K.
  • Sun Life Financial made up 0.02% of Wilmington Trust's portfolio in Q2 2014, its #338 holding.
  • Wilmington Trust first reported a position in Sun Life Financial in Q2 2013 and has held it in 5 quarters since.
  • 213 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2014.

Based on Wilmington Trust's 13F filing for Q2 2014, filed 13 Aug 2014.