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Executive Wealth Management’s Sun Life Financial SLF Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-2,152
Closed -$89K – 672
2019
Q2 		$89K Buy
2,152
+12
+0.6% +$482 0.01% 226
2019
Q1 		$82K Hold
2,140
– – 0.01% 211
2018
Q4 		$71K Buy
+2,140
New +$77.4K 0.01% 235

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Executive Wealth Management's SLF Position: Q3 2019 in Review

Executive Wealth Management sold out of Sun Life Financial (SLF) in Q3 2019, closing a stake of 2,152 shares — an estimated $89K sold.

Executive Wealth Management first reported a position in SLF in Q4 2018 and held it in 3 quarters. The position peaked at $89K in Q2 2019. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

  • Executive Wealth Management reported no remaining Sun Life Financial position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,152 Sun Life Financial shares in Q3 2019, an estimated $89K.
  • Executive Wealth Management first reported a position in Sun Life Financial in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Sun Life Financial position peaked at $89K in Q2 2019.
  • 306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.