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FDx Advisors’s Sun Life Financial SLF Stock Holding History

FDx 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
2021
Q2 		– Sell
-8,510
Closed -$430K – 856
2021
Q1 		$430K Buy
8,510
+1,870
+28% +$91.6K 0.02% 508
2020
Q4 		$295K Buy
6,640
+110
+2% +$4.76K 0.01% 579
2020
Q3 		$266K Buy
6,530
+286
+5% +$11.6K 0.01% 518
2020
Q2 		$229K Buy
+6,244
New +$215K 0.01% 514
2018
Q2 		– Sell
-10,250
Closed -$421K – 1067
2018
Q1 		$421K Sell
10,250
-2,381
-19% -$100K 0.01% 844
2017
Q4 		$521K Buy
12,631
+169
+1% +$6.74K 0.01% 791
2017
Q3 		$496K Sell
12,462
-4,908
-28% -$187K 0.01% 811
2017
Q2 		$621K Sell
17,370
-784
-4% -$27K 0.02% 697
2017
Q1 		$664K Sell
18,154
-7,606
-30% -$289K 0.02% 675
2016
Q4 		$989K Sell
25,760
-1,041
-4% -$37.7K 0.03% 533
2016
Q3 		$872K Sell
26,801
-3,187
-11% -$102K 0.04% 429
2016
Q2 		$985K Buy
29,988
+773
+3% +$25.9K 0.04% 368
2016
Q1 		$943K Buy
29,215
+1,438
+5% +$42.2K 0.04% 382
2015
Q4 		$867K Buy
+27,777
New +$916K 0.04% 391
2015
Q2 		– Sell
-29,700
Closed -$915K – 1027
2015
Q1 		$915K Buy
+29,700
New +$948K 0.02% 640

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

FDx Advisors's SLF Position: Q2 2021 in Review

FDx Advisors sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 8,510 shares — an estimated $430K sold.

FDx Advisors first reported a position in SLF in Q1 2015 and held it in 15 quarters. The position peaked at $989K in Q4 2016. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

  • FDx Advisors reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
  • FDx Advisors sold 8,510 Sun Life Financial shares in Q2 2021, an estimated $430K.
  • FDx Advisors first reported a position in Sun Life Financial in Q1 2015 and held it in 15 quarters.
  • FDx Advisors's Sun Life Financial position peaked at $989K in Q4 2016.
  • 325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on FDx Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.