Winfield Associates’s Sun Life Financial SLF Stock Holding History

Winfield Associates’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
2018 Q1	–	Sell	-160	Closed	-$7K	–	558
2017 Q4	$7K	Hold	160	–	–	﹤0.01%	483
2017 Q3	$6K	Hold	160	–	–	﹤0.01%	482
2017 Q2	$6K	Buy	160 +10	+7%	+$345	﹤0.01%	494
2017 Q1	$5K	Sell	150 -30	-17%	-$1.14K	﹤0.01%	472
2016 Q4	$7K	Buy	180 +40	+29%	+$1.45K	﹤0.01%	400
2016 Q3	$5K	Sell	140 -15	-10%	-$482	﹤0.01%	416
2016 Q2	$5K	Buy	155 +15	+11%	+$503	﹤0.01%	410
2016 Q1	$5K	Buy	+140	New	+$4.11K	﹤0.01%	387

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Winfield Associates's SLF Position: Q1 2018 in Review

Winfield Associates sold out of Sun Life Financial (SLF) in Q1 2018, closing a stake of 160 shares — an estimated $7K sold.

Winfield Associates first reported a position in SLF in Q1 2016 and held it in 8 quarters. The position peaked at $7K in Q4 2017. 308 funds tracked by Wall St. Rank hold SLF as of Q1 2018.

Winfield Associates reported no remaining Sun Life Financial position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 160 Sun Life Financial shares in Q1 2018, an estimated $7K.
Winfield Associates first reported a position in Sun Life Financial in Q1 2016 and held it in 8 quarters.
Winfield Associates's Sun Life Financial position peaked at $7K in Q4 2017.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.