IHT Wealth Management’s Sun Life Financial SLF Stock Holding History

IHT Wealth Management’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	-446	Closed	-$18K	–	1191
2018 Q1	$18K	Buy	446 +1	+0.2%	+$42	﹤0.01%	1019
2017 Q4	$18K	Buy	445 +1	+0.2%	+$40	﹤0.01%	1021
2017 Q3	$18K	Buy	444 +2	+0.5%	+$76	0.01%	812
2017 Q2	$9	Buy	442 +1	+0.2%	+$34	﹤0.01%	1002
2017 Q1	$16K	Buy	441 +1	+0.2%	+$38	0.01%	713
2016 Q4	$17K	Buy	+440	New	+$15.9K	0.01%	688

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

IHT Wealth Management's SLF Position: Q2 2018 in Review

IHT Wealth Management sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 446 shares — an estimated $18K sold.

IHT Wealth Management first reported a position in SLF in Q4 2016 and held it in 6 quarters. The position peaked at $18K in Q1 2018. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

IHT Wealth Management reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 446 Sun Life Financial shares in Q2 2018, an estimated $18K.
IHT Wealth Management first reported a position in Sun Life Financial in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Sun Life Financial position peaked at $18K in Q1 2018.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.