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Chessman Wealth Strategies RIA’s Sun Life Financial SLF Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-279
Closed -$11K – 147
2018
Q3 		$11K Buy
+279
New +$11.2K 0.01% 125

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Chessman Wealth Strategies RIA's SLF Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 279 shares — an estimated $11K sold.

Chessman Wealth Strategies RIA first reported a position in SLF in Q3 2018 and held it in 1 quarter. The position peaked at $11K in Q3 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 279 Sun Life Financial shares in Q4 2018, an estimated $11K.
  • Chessman Wealth Strategies RIA first reported a position in Sun Life Financial in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Sun Life Financial position peaked at $11K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.