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Inscription Capital’s Sun Life Financial SLF Stock Holding History

Inscription Capital’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
2019
Q2 		– Sell
-1,500
Closed -$58K – 213
2019
Q1 		$58K Hold
1,500
– – 0.03% 183
2018
Q4 		$50K Buy
+1,500
New +$54.2K 0.03% 194

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Inscription Capital's SLF Position: Q2 2019 in Review

Inscription Capital sold out of Sun Life Financial (SLF) in Q2 2019, closing a stake of 1,500 shares — an estimated $58K sold.

Inscription Capital first reported a position in SLF in Q4 2018 and held it in 2 quarters. The position peaked at $58K in Q1 2019. 302 funds tracked by Wall St. Rank hold SLF as of Q2 2019.

  • Inscription Capital reported no remaining Sun Life Financial position as of Q2 2019 after selling out during the quarter.
  • Inscription Capital sold 1,500 Sun Life Financial shares in Q2 2019, an estimated $58K.
  • Inscription Capital first reported a position in Sun Life Financial in Q4 2018 and held it in 2 quarters.
  • Inscription Capital's Sun Life Financial position peaked at $58K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2019.

Based on Inscription Capital's 13F filing for Q2 2019, filed 14 Aug 2019.