Burt Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Burt Wealth 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
2018 Q2	–	Sell	-183	Closed	-$8K	–	387
2018 Q1	$8K	Hold	183	–	–	﹤0.01%	300
2017 Q4	$8K	Hold	183	–	–	0.01%	287
2017 Q3	$7K	Hold	183	–	–	﹤0.01%	285
2017 Q2	$6K	Buy	+183	New	+$6.31K	﹤0.01%	326

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Burt Wealth Advisors's SLF Position: Q2 2018 in Review

Burt Wealth Advisors sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 183 shares — an estimated $8K sold.

Burt Wealth Advisors first reported a position in SLF in Q2 2017 and held it in 4 quarters. The position peaked at $8K in Q1 2018. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

Burt Wealth Advisors reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
Burt Wealth Advisors sold 183 Sun Life Financial shares in Q2 2018, an estimated $8K.
Burt Wealth Advisors first reported a position in Sun Life Financial in Q2 2017 and held it in 4 quarters.
Burt Wealth Advisors's Sun Life Financial position peaked at $8K in Q1 2018.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Burt Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.