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Kore Private Wealth’s Sun Life Financial SLF Stock Holding History

Kore Private Wealth’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
-704
Closed -$25K – 946
2020
Q2 		$25K Buy
704
+691
+5,315% +$23.8K 0.01% 611
2020
Q1 		$0 Sell
13
-12
-48% -$514 ﹤0.01% 1185
2019
Q4 		$1K Buy
+25
New +$1.13K ﹤0.01% 1012

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
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

Kore Private Wealth's SLF Position: Q3 2020 in Review

Kore Private Wealth sold out of Sun Life Financial (SLF) in Q3 2020, closing a stake of 704 shares — an estimated $25K sold.

Kore Private Wealth first reported a position in SLF in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q2 2020. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

  • Kore Private Wealth reported no remaining Sun Life Financial position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 704 Sun Life Financial shares in Q3 2020, an estimated $25K.
  • Kore Private Wealth first reported a position in Sun Life Financial in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Sun Life Financial position peaked at $25K in Q2 2020.
  • 309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.