Brewin Dolphin Wealth Management’s Sun Life Financial SLF Stock Holding History

Brewin Dolphin Wealth 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
2022 Q1	–	Sell	-402	Closed	-$22K	–	384
2021 Q4	$22K	Hold	402	–	–	﹤0.01%	256
2021 Q3	$20.7K	Hold	402	–	–	﹤0.01%	261
2021 Q2	$20.7K	Hold	402	–	–	﹤0.01%	262
2021 Q1	$20.3K	Sell	402 -638	-61%	-$31.2K	﹤0.01%	253
2020 Q4	$46.2K	Hold	1,040	–	–	0.01%	166
2020 Q3	$42.4K	Hold	1,040	–	–	0.01%	172
2020 Q2	$38.2K	Hold	1,040	–	–	0.01%	172
2020 Q1	$33.4K	Hold	1,040	–	–	0.02%	120
2019 Q4	$47.4K	Hold	1,040	–	–	0.02%	118
2019 Q3	$46.6K	Hold	1,040	–	–	0.02%	111
2019 Q2	$43K	Hold	1,040	–	–	0.02%	118
2019 Q1	$39.9K	Hold	1,040	–	–	0.02%	118
2018 Q4	$34.5K	Hold	1,040	–	–	0.02%	116
2018 Q3	$41.4K	Hold	1,040	–	–	0.02%	117
2018 Q2	$41.7K	Hold	1,040	–	–	0.02%	114
2018 Q1	$42.8K	Hold	1,040	–	–	0.03%	114
2017 Q4	$42.9K	Hold	1,040	–	–	0.03%	110
2017 Q3	$41.4K	Buy	+1,040	New	+$39.7K	0.03%	104

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Brewin Dolphin Wealth Management's SLF Position: Q1 2022 in Review

Brewin Dolphin Wealth Management sold out of Sun Life Financial (SLF) in Q1 2022, closing a stake of 402 shares — an estimated $22K sold.

Brewin Dolphin Wealth Management first reported a position in SLF in Q3 2017 and held it in 18 quarters. The position peaked at $47.4K in Q4 2019. 354 funds tracked by Wall St. Rank hold SLF as of Q1 2022.

Brewin Dolphin Wealth Management reported no remaining Sun Life Financial position as of Q1 2022 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 402 Sun Life Financial shares in Q1 2022, an estimated $22K.
Brewin Dolphin Wealth Management first reported a position in Sun Life Financial in Q3 2017 and held it in 18 quarters.
Brewin Dolphin Wealth Management's Sun Life Financial position peaked at $47.4K in Q4 2019.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q1 2022, filed 14 Nov 2022.