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Intrua Financial’s Sun Life Financial SLF Stock Holding History

Intrua Financial’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
Q3 		– Sell
-8,954
Closed -$383K – 267
2020
Q2 		$383K Buy
+8,954
New +$308K 0.15% 144

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Intrua Financial's SLF Position: Q3 2020 in Review

Intrua Financial sold out of Sun Life Financial (SLF) in Q3 2020, closing a stake of 8,954 shares — an estimated $383K sold.

Intrua Financial first reported a position in SLF in Q2 2020 and held it in 1 quarter. The position peaked at $383K in Q2 2020. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

  • Intrua Financial reported no remaining Sun Life Financial position as of Q3 2020 after selling out during the quarter.
  • Intrua Financial sold 8,954 Sun Life Financial shares in Q3 2020, an estimated $383K.
  • Intrua Financial first reported a position in Sun Life Financial in Q2 2020 and held it in 1 quarter.
  • Intrua Financial's Sun Life Financial position peaked at $383K in Q2 2020.
  • 309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Intrua Financial's 13F filing for Q3 2020, filed 16 Nov 2020.