Crewe Advisors’s Sun Life Financial SLF Stock Holding History

Crewe 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
2020 Q4	–	Sell	-44	Closed	-$2K	–	623
2020 Q3	$2K	Buy	+44	New	+$1.78K	﹤0.01%	530

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

BGC

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

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

Norges Bank Oslo, Norway $935B AUM

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

Crewe Advisors's SLF Position: Q4 2020 in Review

Crewe Advisors sold out of Sun Life Financial (SLF) in Q4 2020, closing a stake of 44 shares — an estimated $2K sold.

Crewe Advisors first reported a position in SLF in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 347 funds tracked by Wall St. Rank hold SLF as of Q4 2020.

Crewe Advisors reported no remaining Sun Life Financial position as of Q4 2020 after selling out during the quarter.
Crewe Advisors sold 44 Sun Life Financial shares in Q4 2020, an estimated $2K.
Crewe Advisors first reported a position in Sun Life Financial in Q3 2020 and held it in 1 quarter.
Crewe Advisors's Sun Life Financial position peaked at $2K in Q3 2020.
347 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2020.

Based on Crewe Advisors's 13F filing for Q4 2020, filed 27 Jan 2021.