Howe & Rusling’s Sun Life Financial SLF Stock Holding History

Howe & Rusling’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 Q3	–	Sell	-300	Closed	-$12K	–	897
2018 Q2	$12K	Sell	300 -302	-50%	-$12.5K	﹤0.01%	437
2018 Q1	$25K	Buy	+602	New	+$25.4K	﹤0.01%	355

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Howe & Rusling's SLF Position: Q3 2018 in Review

Howe & Rusling sold out of Sun Life Financial (SLF) in Q3 2018, closing a stake of 300 shares — an estimated $12K sold.

Howe & Rusling first reported a position in SLF in Q1 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2018. 316 funds tracked by Wall St. Rank hold SLF as of Q3 2018.

Howe & Rusling reported no remaining Sun Life Financial position as of Q3 2018 after selling out during the quarter.
Howe & Rusling sold 300 Sun Life Financial shares in Q3 2018, an estimated $12K.
Howe & Rusling first reported a position in Sun Life Financial in Q1 2018 and held it in 2 quarters.
Howe & Rusling's Sun Life Financial position peaked at $25K in Q1 2018.
316 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2018.

Based on Howe & Rusling's 13F filing for Q3 2018, filed 7 Nov 2018.