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Avantax Planning Partners’s Sun Life Financial SLF Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-733
Closed -$29K – 1041
2018
Q3 		$29K Buy
+733
New +$29.3K ﹤0.01% 617
2018
Q2 		– Sell
-1,716
Closed -$71K – 1275
2018
Q1 		$71K Buy
+1,716
New +$72.3K 0.01% 465

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Avantax Planning Partners's SLF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 733 shares — an estimated $29K sold.

Avantax Planning Partners first reported a position in SLF in Q1 2018 and held it in 2 quarters. The position peaked at $71K in Q1 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 733 Sun Life Financial shares in Q4 2018, an estimated $29K.
  • Avantax Planning Partners first reported a position in Sun Life Financial in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Sun Life Financial position peaked at $71K in Q1 2018.
  • 302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.