Advisor Group’s Sun Life Financial SLF Stock Holding History

Advisor Group’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 Q4	$703K	Buy	15,423 +173	+1%	+$7.78K	﹤0.01%	1436
2019 Q3	$685K	Buy	15,250 +1,477	+11%	+$61.7K	0.01%	1388
2019 Q2	$570K	Buy	13,773 +2,213	+19%	+$88.9K	﹤0.01%	1531
2019 Q1	$444K	Sell	11,560 -1,375	-11%	-$50.5K	﹤0.01%	1674
2018 Q4	$429K	Buy	12,935 +483	+4%	+$17.5K	﹤0.01%	1518
2018 Q3	$495K	Buy	12,452 +43	+0.3%	+$1.72K	0.01%	1476
2018 Q2	$499K	Buy	12,409 +6	+0%	+$248	0.01%	1309
2018 Q1	$510K	Sell	12,403 -1,406	-10%	-$59.3K	0.01%	1312
2017 Q4	$571K	Buy	13,809 +210	+2%	+$8.37K	0.01%	1244
2017 Q3	$542K	Buy	13,599 +924	+7%	+$35.3K	0.01%	1154
2017 Q2	$454K	Buy	12,675 +3,165	+33%	+$109K	0.01%	1211
2017 Q1	$348K	Sell	9,510 -993	-9%	-$37.7K	0.01%	1293
2016 Q4	$404K	Buy	10,503 +663	+7%	+$24K	0.01%	1127
2016 Q3	$321K	Sell	9,840 -1,000	-9%	-$32.2K	0.01%	1229
2016 Q2	$353K	Buy	+10,840	New	+$363K	0.01%	1105

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

Advisor Group's SLF Position: Q4 2019 in Review

Advisor Group increased its Sun Life Financial (SLF) stake by 1.1% in Q4 2019, buying an estimated $7.78K and bringing the position to 15,423 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Advisor Group first reported a position in SLF in Q2 2016 and has held it in 15 quarters since. 326 funds tracked by Wall St. Rank hold SLF as of Q4 2019.

Advisor Group held 15,423 shares of Sun Life Financial worth $703K as of Q4 2019.
Advisor Group bought 173 Sun Life Financial shares in Q4 2019, an estimated $7.78K.
Sun Life Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1436 holding.
Advisor Group first reported a position in Sun Life Financial in Q2 2016 and has held it in 15 quarters since.
326 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.