Financial Architects (New Jersey)’s Sun Life Financial SLF Stock Holding History

Financial Architects (New Jersey)’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	-150	Closed	-$6K	–	1488
2018 Q1	$6K	Hold	150	–	–	﹤0.01%	1204
2017 Q4	$6K	Sell	150 -100	-40%	-$3.99K	﹤0.01%	1266
2017 Q3	$10K	Sell	250 -200	-44%	-$7.63K	﹤0.01%	1129
2017 Q2	$16K	Sell	450 -100	-18%	-$3.45K	﹤0.01%	1025
2017 Q1	$20K	Hold	550	–	–	﹤0.01%	941
2016 Q4	$21K	Buy	+550	New	+$19.9K	﹤0.01%	826

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

Financial Architects (New Jersey)'s SLF Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 150 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in SLF in Q4 2016 and held it in 6 quarters. The position peaked at $21K in Q4 2016. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

Financial Architects (New Jersey) reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 150 Sun Life Financial shares in Q2 2018, an estimated $6K.
Financial Architects (New Jersey) first reported a position in Sun Life Financial in Q4 2016 and held it in 6 quarters.
Financial Architects (New Jersey)'s Sun Life Financial position peaked at $21K in Q4 2016.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.