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Alera Investment Advisors’s Sun Life Financial SLF Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-456
Closed -$18K – 845
2019
Q1 		$18K Buy
456
+60
+15% +$2.2K 0.01% 320
2018
Q4 		$13K Buy
+396
New +$14.3K 0.01% 378

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alera Investment Advisors's SLF Position: Q2 2019 in Review

Alera Investment Advisors sold out of Sun Life Financial (SLF) in Q2 2019, closing a stake of 456 shares — an estimated $18K sold.

Alera Investment Advisors first reported a position in SLF in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 302 funds tracked by Wall St. Rank hold SLF as of Q2 2019.

  • Alera Investment Advisors reported no remaining Sun Life Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 456 Sun Life Financial shares in Q2 2019, an estimated $18K.
  • Alera Investment Advisors first reported a position in Sun Life Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Sun Life Financial position peaked at $18K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.