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Independent Solutions Wealth Management’s Sun Life Financial SLF Stock Holding History

Independent Solutions 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
2020
Q1 		– Sell
-11,785
Closed -$537K – 150
2019
Q4 		$537K Buy
+11,785
New +$530K 0.24% 84

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T. Rowe Price Associates
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Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Independent Solutions Wealth Management's SLF Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 11,785 shares — an estimated $537K sold.

Independent Solutions Wealth Management first reported a position in SLF in Q4 2019 and held it in 1 quarter. The position peaked at $537K in Q4 2019. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 11,785 Sun Life Financial shares in Q1 2020, an estimated $537K.
  • Independent Solutions Wealth Management first reported a position in Sun Life Financial in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Sun Life Financial position peaked at $537K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.