Financial Engines Advisors
SLF icon

Financial Engines Advisors’s Sun Life Financial SLF Stock Holding History

Financial Engines 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
2020
Q2 		– Sell
-18,380
Closed -$590K – 227
2020
Q1 		$590K Sell
18,380
-4,233
-19% -$181K ﹤0.01% 110
2019
Q4 		$1.03M Sell
22,613
-3,414
-13% -$154K 0.01% 94
2019
Q3 		$1.17M Buy
26,027
+5,136
+25% +$215K 0.01% 84
2019
Q2 		$864K Sell
20,891
-2,002
-9% -$80.4K 0.01% 82
2019
Q1 		$879K Buy
22,893
+435
+2% +$16K ﹤0.01% 81
2018
Q4 		$745K Sell
22,458
-1,932
-8% -$69.8K 0.01% 82
2018
Q3 		$970K Sell
24,390
-3,932
-14% -$157K 0.02% 44
2018
Q2 		$1.14M Buy
28,322
+11,660
+70% +$483K 0.03% 41
2018
Q1 		$685K Sell
16,662
-1,318
-7% -$55.6K 0.02% 45
2017
Q4 		$742K Sell
17,980
-2,370
-12% -$94.5K 0.02% 44
2017
Q3 		$810K Buy
20,350
+6,174
+44% +$236K 0.03% 42
2017
Q2 		$507K Sell
14,176
-784
-5% -$27K 0.02% 43
2017
Q1 		$547K Sell
14,960
-318
-2% -$12.1K 0.03% 43
2016
Q4 		$587K Sell
15,278
-4,509
-23% -$163K 0.03% 44
2016
Q3 		$644K Sell
19,787
-5,498
-22% -$177K 0.51% 31
2016
Q2 		$830K Buy
25,285
+14,015
+124% +$470K 0.7% 27
2016
Q1 		$364K Sell
11,270
-343
-3% -$10.1K 0.3% 37
2015
Q4 		$362K Sell
11,613
-438
-4% -$14.4K 0.29% 39
2015
Q3 		$389K Sell
12,051
-4,397
-27% -$143K 0.27% 38
2015
Q2 		$549K Buy
16,448
+7,376
+81% +$243K 0.33% 39
2015
Q1 		$327K Sell
9,072
-1,652
-15% -$52.7K 0.28% 38
2014
Q4 		$387K Sell
10,724
-1,421
-12% -$50.8K 0.33% 39
2014
Q3 		$440K Sell
12,145
-5,356
-31% -$201K 0.34% 37
2014
Q2 		$642K Buy
17,501
+5,200
+42% +$179K 0.55% 34
2014
Q1 		$426K Buy
12,301
+338
+3% +$11.6K 0.35% 38
2013
Q4 		$423K Sell
11,963
-2,930
-20% -$99.7K 0.35% 39
2013
Q3 		$476K Buy
14,893
+5,024
+51% +$160K 0.4% 35
2013
Q2 		$292K Buy
+9,869
New +$281K 0.25% 38

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors's SLF Position: Q2 2020 in Review

Financial Engines Advisors sold out of Sun Life Financial (SLF) in Q2 2020, closing a stake of 18,380 shares — an estimated $590K sold.

Financial Engines Advisors first reported a position in SLF in Q2 2013 and held it in 28 quarters. The position peaked at $1.17M in Q3 2019. 300 funds tracked by Wall St. Rank hold SLF as of Q2 2020.

  • Financial Engines Advisors reported no remaining Sun Life Financial position as of Q2 2020 after selling out during the quarter.
  • Financial Engines Advisors sold 18,380 Sun Life Financial shares in Q2 2020, an estimated $590K.
  • Financial Engines Advisors first reported a position in Sun Life Financial in Q2 2013 and held it in 28 quarters.
  • Financial Engines Advisors's Sun Life Financial position peaked at $1.17M in Q3 2019.
  • 300 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2020.

Based on Financial Engines Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.