Fieldpoint Private Securities’s Sun Life Financial SLF Stock Holding History

Fieldpoint Private Securities’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
2022 Q2	$2K	Sell	36 -513	-93%	-$25.6K	﹤0.01%	1237
2022 Q1	$31K	Sell	549 -423	-44%	-$23.3K	0.01%	715
2021 Q4	$54K	Sell	972 -123	-11%	-$6.8K	0.01%	590
2021 Q3	$56K	Buy	1,095 +18	+2%	+$926	0.01%	547
2021 Q2	$57K	Buy	1,077 +102	+10%	+$5.39K	0.01%	547
2021 Q1	$49K	Buy	+975	New	+$47.7K	0.01%	571
2017 Q4	–	Sell	-784	Closed	-$31K	–	544
2017 Q3	$31K	Buy	+784	New	+$29.9K	0.01%	453

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Fieldpoint Private Securities's SLF Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Sun Life Financial (SLF) stake by 93% in Q2 2022, selling an estimated $25.6K and leaving 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Fieldpoint Private Securities first reported a position in SLF in Q3 2017 and has held it in 7 quarters since. The position peaked at $57K in Q2 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

Fieldpoint Private Securities held 36 shares of Sun Life Financial worth $2K as of Q2 2022.
Fieldpoint Private Securities sold 513 Sun Life Financial shares in Q2 2022, an estimated $25.6K.
Sun Life Financial made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1237 holding.
Fieldpoint Private Securities first reported a position in Sun Life Financial in Q3 2017 and has held it in 7 quarters since.
Fieldpoint Private Securities's Sun Life Financial position peaked at $57K in Q2 2021.
353 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.