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Guidant Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Guidant Wealth 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
2016
Q4 		– Sell
-300
Closed -$10K – 215
2016
Q3 		$10K Buy
+300
New +$9.65K 0.01% 161

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Guidant Wealth Advisors's SLF Position: Q4 2016 in Review

Guidant Wealth Advisors sold out of Sun Life Financial (SLF) in Q4 2016, closing a stake of 300 shares — an estimated $10K sold.

Guidant Wealth Advisors first reported a position in SLF in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 277 funds tracked by Wall St. Rank hold SLF as of Q4 2016.

  • Guidant Wealth Advisors reported no remaining Sun Life Financial position as of Q4 2016 after selling out during the quarter.
  • Guidant Wealth Advisors sold 300 Sun Life Financial shares in Q4 2016, an estimated $10K.
  • Guidant Wealth Advisors first reported a position in Sun Life Financial in Q3 2016 and held it in 1 quarter.
  • Guidant Wealth Advisors's Sun Life Financial position peaked at $10K in Q3 2016.
  • 277 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2016.

Based on Guidant Wealth Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.