Ferris Capital’s Sun Life Financial SLF Stock Holding History

Ferris Capital’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
2018 Q2	–	Sell	-1,272	Closed	-$52K	–	702
2018 Q1	$52K	Buy	+1,272	New	+$53.6K	0.02%	282
2017 Q3	–	Sell	-1,900	Closed	-$68K	–	501
2017 Q2	$68K	Buy	+1,900	New	+$65.5K	0.03%	225

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

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

BGC

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Ferris Capital's SLF Position: Q2 2018 in Review

Ferris Capital sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 1,272 shares — an estimated $52K sold.

Ferris Capital first reported a position in SLF in Q2 2017 and held it in 2 quarters. The position peaked at $68K in Q2 2017. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

Ferris Capital reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
Ferris Capital sold 1,272 Sun Life Financial shares in Q2 2018, an estimated $52K.
Ferris Capital first reported a position in Sun Life Financial in Q2 2017 and held it in 2 quarters.
Ferris Capital's Sun Life Financial position peaked at $68K in Q2 2017.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Ferris Capital's 13F filing for Q2 2018, filed 10 Aug 2018.