Avestar Capital’s Sun Life Financial SLF Stock Holding History

Avestar Capital’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 Q3	–	Sell	-1,344	Closed	-$53K	–	724
2019 Q2	$53K	Hold	1,344	–	–	0.03%	281
2019 Q1	$50K	Buy	1,344 +1,228	+1,059%	+$45.1K	0.03%	285
2018 Q4	$3K	Sell	116 -740	-86%	-$26.8K	﹤0.01%	602
2018 Q3	$32K	Buy	856 +765	+841%	+$30.6K	0.02%	314
2018 Q2	$3K	Buy	91 +6	+7%	+$248	﹤0.01%	652
2018 Q1	$3K	Sell	85 -146	-63%	-$6.16K	﹤0.01%	609
2017 Q4	$9K	Buy	+231	New	+$9.21K	0.01%	468

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Avestar Capital's SLF Position: Q3 2019 in Review

Avestar Capital sold out of Sun Life Financial (SLF) in Q3 2019, closing a stake of 1,344 shares — an estimated $53K sold.

Avestar Capital first reported a position in SLF in Q4 2017 and held it in 7 quarters. The position peaked at $53K in Q2 2019. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

Avestar Capital reported no remaining Sun Life Financial position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 1,344 Sun Life Financial shares in Q3 2019, an estimated $53K.
Avestar Capital first reported a position in Sun Life Financial in Q4 2017 and held it in 7 quarters.
Avestar Capital's Sun Life Financial position peaked at $53K in Q2 2019.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.