Krilogy Financial’s Sun Life Financial SLF Stock Holding History

Krilogy 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
2018 Q4	–	Sell	-118	Closed	-$5K	–	575
2018 Q3	$5K	Buy	+118	New	+$4.72K	﹤0.01%	627
2018 Q2	–	Sell	-118	Closed	-$5K	–	543
2018 Q1	$5K	Hold	118	–	–	﹤0.01%	603
2017 Q4	$5K	Hold	118	–	–	﹤0.01%	607
2017 Q3	$5K	Hold	118	–	–	﹤0.01%	661
2017 Q2	$4K	Hold	118	–	–	﹤0.01%	619
2017 Q1	$5K	Hold	118	–	–	﹤0.01%	578
2016 Q4	$5K	Hold	118	–	–	﹤0.01%	578
2016 Q3	$4K	Hold	118	–	–	﹤0.01%	624
2016 Q2	$4K	Hold	118	–	–	﹤0.01%	631
2016 Q1	$4K	Hold	118	–	–	﹤0.01%	560
2015 Q4	$4K	Buy	+118	New	+$3.89K	﹤0.01%	338

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 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

Krilogy Financial's SLF Position: Q4 2018 in Review

Krilogy Financial sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 118 shares — an estimated $5K sold.

Krilogy Financial first reported a position in SLF in Q4 2015 and held it in 11 quarters. The position peaked at $5K in Q3 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

Krilogy Financial reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 118 Sun Life Financial shares in Q4 2018, an estimated $5K.
Krilogy Financial first reported a position in Sun Life Financial in Q4 2015 and held it in 11 quarters.
Krilogy Financial's Sun Life Financial position peaked at $5K in Q3 2018.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.