Homrich & Berg’s Sun Life Financial SLF Stock Holding History

Homrich & Berg’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	-50,873	Closed	-$2.09M	–	348
2018 Q1	$2.09M	Hold	50,873	–	–	0.15%	76
2017 Q4	$2.1M	Buy	50,873 +126	+0.2%	+$5.02K	0.14%	77
2017 Q3	$2.02M	Buy	+50,747	New	+$1.94M	0.16%	56

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

Homrich & Berg's SLF Position: Q2 2018 in Review

Homrich & Berg sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 50,873 shares — an estimated $2.09M sold.

Homrich & Berg first reported a position in SLF in Q3 2017 and held it in 3 quarters. The position peaked at $2.1M in Q4 2017. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

Homrich & Berg reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
Homrich & Berg sold 50,873 Sun Life Financial shares in Q2 2018, an estimated $2.09M.
Homrich & Berg first reported a position in Sun Life Financial in Q3 2017 and held it in 3 quarters.
Homrich & Berg's Sun Life Financial position peaked at $2.1M in Q4 2017.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Homrich & Berg's 13F filing for Q2 2018, filed 9 Aug 2018.