Fiduciary Trust International of Pennsylvania’s Sun Life Financial SLF Stock Holding History

Fiduciary Trust International of Pennsylvania’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 Q1	$239K	Hold	7,433	–	–	0.01%	330
2019 Q4	$339K	Hold	7,433	–	–	0.01%	280
2019 Q3	$333K	Hold	7,433	–	–	0.01%	329
2019 Q2	$307K	Hold	7,433	–	–	0.01%	333
2019 Q1	$286K	Hold	7,433	–	–	0.01%	290
2018 Q4	$247K	Hold	7,433	–	–	0.01%	288
2018 Q3	$295K	Sell	7,433 -50	-0.7%	-$2K	0.01%	308
2018 Q2	$300K	Buy	7,483 +483	+7%	+$20K	0.01%	302
2018 Q1	$288K	Hold	7,000	–	–	0.01%	333
2017 Q4	$289K	Hold	7,000	–	–	0.01%	335
2017 Q3	$279K	Sell	7,000 -1,833	-21%	-$70K	0.01%	297
2017 Q2	$330K	Buy	8,833 +1,350	+18%	+$46.6K	0.02%	339
2017 Q1	$274K	Hold	7,483	–	–	0.02%	269
2016 Q4	$287K	Hold	7,483	–	–	0.02%	262
2016 Q3	$243K	Sell	7,483 -500	-6%	-$16.1K	0.02%	273
2016 Q2	$262K	Buy	7,983 +333	+4%	+$11.2K	0.02%	262
2016 Q1	$247K	Hold	7,650	–	–	0.02%	266
2015 Q4	$239K	Hold	7,650	–	–	0.02%	272
2015 Q3	$247K	Sell	7,650 -2,000	-21%	-$64.8K	0.02%	268
2015 Q2	$322K	Hold	9,650	–	–	0.02%	324
2015 Q1	$297K	Hold	9,650	–	–	0.02%	292
2014 Q4	$348K	Hold	9,650	–	–	0.02%	279
2014 Q3	$350K	Sell	9,650 -1,136	-11%	-$42.7K	0.02%	277
2014 Q2	$396K	Hold	10,786	–	–	0.03%	261
2014 Q1	$374K	Hold	10,786	–	–	0.03%	254
2013 Q4	$381K	Buy	+10,786	New	+$367K	0.03%	250

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 $115B AUM 41.58% 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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's SLF Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania held its Sun Life Financial (SLF) position steady in Q1 2020 at 7,433 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #330.

Fiduciary Trust International of Pennsylvania first reported a position in SLF in Q4 2013 and has held it in 26 quarters since. The position peaked at $396K in Q2 2014. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

Fiduciary Trust International of Pennsylvania held 7,433 shares of Sun Life Financial worth $239K as of Q1 2020.
Fiduciary Trust International of Pennsylvania left its Sun Life Financial share count unchanged in Q1 2020.
Sun Life Financial made up 0.01% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #330 holding.
Fiduciary Trust International of Pennsylvania first reported a position in Sun Life Financial in Q4 2013 and has held it in 26 quarters since.
Fiduciary Trust International of Pennsylvania's Sun Life Financial position peaked at $396K in Q2 2014.
305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.