Enlightenment Research’s Sun Life Financial SLF Stock Holding History

Enlightenment Research’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
2019 Q1	–	Sell	-1,000	Closed	-$33K	–	577
2018 Q4	$33K	Buy	+1,000	New	+$36.2K	0.04%	353

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Enlightenment Research's SLF Position: Q1 2019 in Review

Enlightenment Research sold out of Sun Life Financial (SLF) in Q1 2019, closing a stake of 1,000 shares — an estimated $33K sold.

Enlightenment Research first reported a position in SLF in Q4 2018 and held it in 1 quarter. The position peaked at $33K in Q4 2018. 306 funds tracked by Wall St. Rank hold SLF as of Q1 2019.

Enlightenment Research reported no remaining Sun Life Financial position as of Q1 2019 after selling out during the quarter.
Enlightenment Research sold 1,000 Sun Life Financial shares in Q1 2019, an estimated $33K.
Enlightenment Research first reported a position in Sun Life Financial in Q4 2018 and held it in 1 quarter.
Enlightenment Research's Sun Life Financial position peaked at $33K in Q4 2018.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.