Cornerstone Advisors (Washington)’s Sun Life Financial SLF Stock Holding History

Cornerstone Advisors (Washington)’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
2020 Q3	$92K	Sell	2,260 -15	-0.7%	-$607	0.01%	180
2020 Q2	$84K	Buy	2,275 +315	+16%	+$10.8K	0.01%	185
2020 Q1	$63K	Sell	1,960 -5	-0.3%	-$214	0.01%	190
2019 Q4	$90K	Buy	1,965 +16	+0.8%	+$720	0.01%	166
2019 Q3	$87K	Buy	1,949 +89	+5%	+$3.72K	0.01%	159
2019 Q2	$77K	Buy	1,860 +213	+13%	+$8.56K	0.01%	300
2019 Q1	$63K	Buy	1,647 +476	+41%	+$17.5K	0.01%	305
2018 Q4	$39K	Buy	1,171 +56	+5%	+$2.02K	0.01%	350
2018 Q3	$44K	Buy	1,115 +98	+10%	+$3.92K	0.03%	344
2018 Q2	$41K	Hold	1,017	–	–	0.03%	349
2018 Q1	$42K	Buy	1,017 +829	+441%	+$35K	0.03%	324
2017 Q4	$8K	Hold	188	–	–	0.01%	619
2017 Q3	$7K	Hold	188	–	–	﹤0.01%	644
2017 Q2	$7K	Buy	+188	New	+$6.48K	﹤0.01%	643
2016 Q1	–	Sell	-65	Closed	-$2K	–	932
2015 Q4	$2K	Hold	65	–	–	﹤0.01%	753
2015 Q3	$2K	Hold	65	–	–	﹤0.01%	749
2015 Q2	$2K	Buy	+65	New	+$2.14K	﹤0.01%	624
2015 Q1	–	Sell	-57	Closed	-$2K	–	807
2014 Q4	$2K	Buy	+57	New	+$2.04K	﹤0.01%	622

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

BGC

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Cornerstone Advisors (Washington)'s SLF Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Sun Life Financial (SLF) stake by 0.66% in Q3 2020, selling an estimated $607 and leaving 2,260 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #180.

Cornerstone Advisors (Washington) first reported a position in SLF in Q4 2014 and has held it in 18 quarters since. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

Cornerstone Advisors (Washington) held 2,260 shares of Sun Life Financial worth $92K as of Q3 2020.
Cornerstone Advisors (Washington) sold 15 Sun Life Financial shares in Q3 2020, an estimated $607.
Sun Life Financial made up 0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #180 holding.
Cornerstone Advisors (Washington) first reported a position in Sun Life Financial in Q4 2014 and has held it in 18 quarters since.
309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.