Asset Planning Services (Pennsylvania)’s Sun Life Financial SLF Stock Holding History

Asset Planning Services (Pennsylvania)’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	–	Sell	-662	Closed	-$30K	–	222
2019 Q3	$30K	Hold	662	–	–	0.01%	154
2019 Q2	$27K	Hold	662	–	–	0.01%	155
2019 Q1	$25K	Hold	662	–	–	0.01%	157
2018 Q4	$22K	Hold	662	–	–	0.01%	163
2018 Q3	$25K	Hold	662	–	–	0.01%	160
2018 Q2	$27K	Hold	662	–	–	0.01%	156
2018 Q1	$27K	Hold	662	–	–	0.01%	158
2017 Q4	$27K	Hold	662	–	–	0.01%	161
2017 Q3	$26K	Sell	662 -940	-59%	-$35.9K	0.01%	183
2017 Q2	$57K	Sell	1,602 -310	-16%	-$10.7K	0.04%	129
2017 Q1	$70K	Hold	1,912	–	–	0.05%	126
2016 Q4	$73K	Buy	1,912 +662	+53%	+$24K	0.06%	110
2016 Q3	$41K	Hold	1,250	–	–	0.03%	135
2016 Q2	$41K	Sell	1,250 -325	-21%	-$10.9K	0.04%	149
2016 Q1	$51K	Hold	1,575	–	–	0.05%	134
2015 Q4	$49K	Hold	1,575	–	–	0.05%	104
2015 Q3	$51K	Hold	1,575	–	–	0.05%	98
2015 Q2	$53K	Buy	+1,575	New	+$51.9K	0.05%	113

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

Asset Planning Services (Pennsylvania)'s SLF Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Sun Life Financial (SLF) in Q4 2019, closing a stake of 662 shares — an estimated $30K sold.

Asset Planning Services (Pennsylvania) first reported a position in SLF in Q2 2015 and held it in 18 quarters. The position peaked at $73K in Q4 2016. 326 funds tracked by Wall St. Rank hold SLF as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Sun Life Financial position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 662 Sun Life Financial shares in Q4 2019, an estimated $30K.
Asset Planning Services (Pennsylvania) first reported a position in Sun Life Financial in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Sun Life Financial position peaked at $73K in Q4 2016.
326 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.