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Capital Asset Advisory Services’s Sun Life Financial SLF Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-254
Closed -$11K – 1368
2020
Q4 		$11K Buy
+254
New +$11K ﹤0.01% 1075

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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Capital Asset Advisory Services's SLF Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Sun Life Financial (SLF) in Q1 2021, closing a stake of 254 shares — an estimated $11K sold.

Capital Asset Advisory Services first reported a position in SLF in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 346 funds tracked by Wall St. Rank hold SLF as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Sun Life Financial position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 254 Sun Life Financial shares in Q1 2021, an estimated $11K.
  • Capital Asset Advisory Services first reported a position in Sun Life Financial in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Sun Life Financial position peaked at $11K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.