Berman Capital Advisors’s Sun Life Financial SLF Stock Holding History

Berman Capital 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
2021 Q3	$0	Hold	13	–	–	﹤0.01%	2210
2021 Q2	$0	Hold	13	–	–	﹤0.01%	2030
2021 Q1	$0	Hold	13	–	–	﹤0.01%	1890
2020 Q4	$0	Hold	13	–	–	﹤0.01%	1813
2020 Q3	$0	Sell	13 -106	-89%	-$4.29K	﹤0.01%	1753
2020 Q2	$4K	Sell	119 -57	-32%	-$1.96K	﹤0.01%	1082
2020 Q1	$5K	Sell	176 -165	-48%	-$7.07K	﹤0.01%	903
2019 Q4	$15K	Buy	341 +2	+0.6%	+$90	﹤0.01%	621
2019 Q3	$15K	Buy	339 +1	+0.3%	+$42	﹤0.01%	599
2019 Q2	$13K	Hold	338	–	–	﹤0.01%	650
2019 Q1	$12K	Buy	338 +313	+1,252%	+$11.5K	﹤0.01%	604
2018 Q4	$0	Buy	+25	New	+$904	﹤0.01%	1248

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Berman Capital Advisors's SLF Position: Q3 2021 in Review

Berman Capital Advisors held its Sun Life Financial (SLF) position steady in Q3 2021 at 13 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2210.

Berman Capital Advisors first reported a position in SLF in Q4 2018 and has held it in 12 quarters since. The position peaked at $15K in Q4 2019. 326 funds tracked by Wall St. Rank hold SLF as of Q3 2021.

Berman Capital Advisors held 13 shares of Sun Life Financial worth $0 as of Q3 2021.
Berman Capital Advisors left its Sun Life Financial share count unchanged in Q3 2021.
Sun Life Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2210 holding.
Berman Capital Advisors first reported a position in Sun Life Financial in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Sun Life Financial position peaked at $15K in Q4 2019.
326 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.