Global Financial Private Capital’s Sun Life Financial SLF Stock Holding History

Global Financial Private Capital’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 Q4	–	Sell	-32,395	Closed	-$1.29M	–	487
2018 Q3	$1.29M	Sell	32,395 -7,354	-19%	-$294K	0.05%	248
2018 Q2	$1.6M	Sell	39,749 -11,743	-23%	-$486K	0.05%	215
2018 Q1	$2.12M	Sell	51,492 -3,046	-6%	-$128K	0.07%	186
2017 Q4	$2.25M	Buy	54,538 +363	+0.7%	+$14.5K	0.08%	172
2017 Q3	$2.16M	Buy	+54,175	New	+$2.07M	0.08%	165

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $13.6B AUM 17.82% 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

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Global Financial Private Capital's SLF Position: Q4 2018 in Review

Global Financial Private Capital sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 32,395 shares — an estimated $1.29M sold.

Global Financial Private Capital first reported a position in SLF in Q3 2017 and held it in 5 quarters. The position peaked at $2.25M in Q4 2017. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

Global Financial Private Capital reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 32,395 Sun Life Financial shares in Q4 2018, an estimated $1.29M.
Global Financial Private Capital first reported a position in Sun Life Financial in Q3 2017 and held it in 5 quarters.
Global Financial Private Capital's Sun Life Financial position peaked at $2.25M in Q4 2017.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.