AIM
SLF icon

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

Arcadia 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
2020
Q2 		– Sell
-200
Closed -$6K – 289
2020
Q1 		$6K Hold
200
– – ﹤0.01% 277
2019
Q4 		$9K Hold
200
– – ﹤0.01% 266
2019
Q3 		$9K Hold
200
– – ﹤0.01% 274
2019
Q2 		$8K Buy
+200
New +$8.04K ﹤0.01% 299

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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arcadia Investment Management's SLF Position: Q2 2020 in Review

Arcadia Investment Management sold out of Sun Life Financial (SLF) in Q2 2020, closing a stake of 200 shares — an estimated $6K sold.

Arcadia Investment Management first reported a position in SLF in Q2 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 300 funds tracked by Wall St. Rank hold SLF as of Q2 2020.

  • Arcadia Investment Management reported no remaining Sun Life Financial position as of Q2 2020 after selling out during the quarter.
  • Arcadia Investment Management sold 200 Sun Life Financial shares in Q2 2020, an estimated $6K.
  • Arcadia Investment Management first reported a position in Sun Life Financial in Q2 2019 and held it in 4 quarters.
  • Arcadia Investment Management's Sun Life Financial position peaked at $9K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2020.

Based on Arcadia Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.