DC Investments Management’s Sun Life Financial SLF Stock Holding History

DC Investments Management’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	–	Sell	-8,306	Closed	-$305K	–	256
2020 Q2	$305K	Sell	8,306 -3,027	-27%	-$104K	0.11%	201
2020 Q1	$364K	Buy	11,333 +4,480	+65%	+$192K	0.3%	139
2019 Q4	$312K	Sell	6,853 -267	-4%	-$12K	0.24%	193
2019 Q3	$319K	Sell	7,120 -748	-10%	-$31.3K	0.19%	244
2019 Q2	$325K	Buy	7,868 +2,514	+47%	+$101K	0.18%	224
2019 Q1	$206K	Buy	+5,354	New	+$197K	0.13%	239
2018 Q4	–	Sell	-9,115	Closed	-$362K	–	300
2018 Q3	$362K	Buy	9,115 +191	+2%	+$7.64K	0.24%	242
2018 Q2	$358K	Sell	8,924 -233	-3%	-$9.64K	0.23%	266
2018 Q1	$377K	Hold	9,157	–	–	0.25%	135
2017 Q4	$378K	Buy	+9,157	New	+$365K	0.16%	177

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

DC Investments Management's SLF Position: Q3 2020 in Review

DC Investments Management sold out of Sun Life Financial (SLF) in Q3 2020, closing a stake of 8,306 shares — an estimated $305K sold.

DC Investments Management first reported a position in SLF in Q4 2017 and held it in 10 quarters. The position peaked at $378K in Q4 2017. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

DC Investments Management reported no remaining Sun Life Financial position as of Q3 2020 after selling out during the quarter.
DC Investments Management sold 8,306 Sun Life Financial shares in Q3 2020, an estimated $305K.
DC Investments Management first reported a position in Sun Life Financial in Q4 2017 and held it in 10 quarters.
DC Investments Management's Sun Life Financial position peaked at $378K in Q4 2017.
309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.