Fort Washington Investment Advisors’s Sun Life Financial SLF Stock Holding History

Fort Washington Investment 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 Q3	–	Sell	-7,919	Closed	-$291K	–	517
2020 Q2	$291K	Hold	7,919	–	–	﹤0.01%	437
2020 Q1	$254K	Buy	7,919 +495	+7%	+$21.2K	﹤0.01%	384
2019 Q4	$338K	Hold	7,424	–	–	﹤0.01%	421
2019 Q3	$333K	Hold	7,424	–	–	﹤0.01%	425
2019 Q2	$307K	Sell	7,424 -456	-6%	-$18.3K	﹤0.01%	439
2019 Q1	$303K	Hold	7,880	–	–	﹤0.01%	441
2018 Q4	$262K	Hold	7,880	–	–	﹤0.01%	467
2018 Q3	$313K	Hold	7,880	–	–	﹤0.01%	478
2018 Q2	$316K	Hold	7,880	–	–	﹤0.01%	479
2018 Q1	$324K	Sell	7,880 -249	-3%	-$10.5K	﹤0.01%	493
2017 Q4	$335K	Hold	8,129	–	–	﹤0.01%	517
2017 Q3	$324K	Hold	8,129	–	–	0.01%	444
2017 Q2	$291K	Hold	8,129	–	–	﹤0.01%	437
2017 Q1	$297K	Sell	8,129 -1,153	-12%	-$43.8K	﹤0.01%	437
2016 Q4	$357K	Sell	9,282 -1,887	-17%	-$68.4K	0.01%	422
2016 Q3	$364K	Hold	11,169	–	–	0.01%	375
2016 Q2	$367K	Buy	11,169 +203	+2%	+$6.8K	0.01%	391
2016 Q1	$354K	Hold	10,966	–	–	0.01%	397
2015 Q4	$342K	Buy	10,966 +950	+9%	+$31.3K	0.01%	362
2015 Q3	$323K	Hold	10,016	–	–	0.01%	401
2015 Q2	$334K	Buy	10,016 +249	+3%	+$8.21K	0.01%	368
2015 Q1	$301K	Sell	9,767 -653	-6%	-$20.9K	0.01%	382
2014 Q4	$376K	Hold	10,420	–	–	0.01%	363
2014 Q3	$378K	Hold	10,420	–	–	0.01%	367
2014 Q2	$382K	Buy	10,420 +249	+2%	+$8.58K	0.01%	373
2014 Q1	$352K	Hold	10,171	–	–	0.01%	375
2013 Q4	$359K	Hold	10,171	–	–	0.01%	426
2013 Q3	$325K	Sell	10,171 -1,041	-9%	-$33.1K	0.01%	392
2013 Q2	$332K	Buy	+11,212	New	+$319K	0.01%	378

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

BGC

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fort Washington Investment Advisors's SLF Position: Q3 2020 in Review

Fort Washington Investment Advisors sold out of Sun Life Financial (SLF) in Q3 2020, closing a stake of 7,919 shares — an estimated $291K sold.

Fort Washington Investment Advisors first reported a position in SLF in Q2 2013 and held it in 29 quarters. The position peaked at $382K in Q2 2014. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

Fort Washington Investment Advisors reported no remaining Sun Life Financial position as of Q3 2020 after selling out during the quarter.
Fort Washington Investment Advisors sold 7,919 Sun Life Financial shares in Q3 2020, an estimated $291K.
Fort Washington Investment Advisors first reported a position in Sun Life Financial in Q2 2013 and held it in 29 quarters.
Fort Washington Investment Advisors's Sun Life Financial position peaked at $382K in Q2 2014.
309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.