Advantage Investment Management’s Sun Life Financial SLF Stock Holding History

Advantage Investment Management’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
2019 Q3	$80K	Hold	1,788	–	–	0.06%	263
2019 Q2	$74K	Hold	1,788	–	–	0.06%	275
2019 Q1	$69K	Sell	1,788 -358	-17%	-$13.1K	0.05%	284
2018 Q4	$71K	Buy	2,146 +144	+7%	+$5.21K	0.05%	283
2018 Q3	$80K	Hold	2,002	–	–	0.05%	313
2018 Q2	$80K	Hold	2,002	–	–	0.06%	290
2018 Q1	$82K	Hold	2,002	–	–	0.03%	307
2017 Q4	$83K	Buy	2,002 +412	+26%	+$16.4K	0.03%	319
2017 Q3	$63K	Hold	1,590	–	–	0.02%	353
2017 Q2	$57K	Hold	1,590	–	–	0.02%	340
2017 Q1	$58K	Hold	1,590	–	–	0.02%	310
2016 Q4	$61K	Hold	1,590	–	–	0.02%	298
2016 Q3	$52K	Hold	1,590	–	–	0.02%	324
2016 Q2	$52K	Hold	1,590	–	–	0.02%	340
2016 Q1	$51K	Hold	1,590	–	–	0.02%	329
2015 Q4	$50K	Hold	1,590	–	–	0.03%	337
2015 Q3	$51K	Hold	1,590	–	–	0.03%	308
2015 Q2	$53K	Buy	+1,590	New	+$52.4K	0.03%	335

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advantage Investment Management's SLF Position: Q3 2019 in Review

Advantage Investment Management held its Sun Life Financial (SLF) position steady in Q3 2019 at 1,788 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #263.

Advantage Investment Management first reported a position in SLF in Q2 2015 and has held it in 18 quarters since. The position peaked at $83K in Q4 2017. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

Advantage Investment Management held 1,788 shares of Sun Life Financial worth $80K as of Q3 2019.
Advantage Investment Management left its Sun Life Financial share count unchanged in Q3 2019.
Sun Life Financial made up 0.06% of Advantage Investment Management's portfolio in Q3 2019, its #263 holding.
Advantage Investment Management first reported a position in Sun Life Financial in Q2 2015 and has held it in 18 quarters since.
Advantage Investment Management's Sun Life Financial position peaked at $83K in Q4 2017.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.