LTFS
SLF icon

Ladenburg Thalmann Financial Services’s Sun Life Financial SLF Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$205K Sell
4,529
-141
-3% -$6.34K ﹤0.01% 2478
2019
Q3 		$209K Buy
4,670
+829
+22% +$34.6K ﹤0.01% 2424
2019
Q2 		$160K Sell
3,841
-644
-14% -$25.9K ﹤0.01% 2626
2019
Q1 		$172K Buy
4,485
+378
+9% +$13.9K ﹤0.01% 2512
2018
Q4 		$137K Buy
4,107
+802
+24% +$29K ﹤0.01% 2528
2018
Q3 		$132K Buy
3,305
+69
+2% +$2.76K ﹤0.01% 2620
2018
Q2 		$133K Hold
3,236
– – ﹤0.01% 2560
2018
Q1 		$133K Buy
3,236
+807
+33% +$34K ﹤0.01% 2560
2017
Q4 		$100K Buy
2,429
+93
+4% +$3.71K ﹤0.01% 2725
2017
Q3 		$93K Buy
2,336
+627
+37% +$23.9K ﹤0.01% 2655
2017
Q2 		$61K Sell
1,709
-1,133
-40% -$39.1K ﹤0.01% 2884
2017
Q1 		$104K Buy
2,842
+53
+2% +$2.01K ﹤0.01% 2380
2016
Q4 		$107K Buy
2,789
+1,416
+103% +$51.3K ﹤0.01% 2272
2016
Q3 		$45K Sell
1,373
-1
-0.1% -$32 ﹤0.01% 2855
2016
Q2 		$45K Sell
1,374
-198
-13% -$6.64K ﹤0.01% 2751
2016
Q1 		$51K Buy
1,572
+2
+0.1% +$59 ﹤0.01% 2583
2015
Q4 		$49K Buy
1,570
+752
+92% +$24.8K ﹤0.01% 2570
2015
Q3 		$26K Buy
818
+2
+0.2% +$65 ﹤0.01% 2934
2015
Q2 		$27K Sell
816
-844
-51% -$27.8K ﹤0.01% 3043
2015
Q1 		$52K Buy
1,660
+701
+73% +$22.4K ﹤0.01% 2526
2014
Q4 		$35K Sell
959
-306
-24% -$10.9K ﹤0.01% 2593
2014
Q3 		$46K Sell
1,265
-35
-3% -$1.31K ﹤0.01% 2080
2014
Q2 		$48K Buy
1,300
+2
+0.2% +$69 ﹤0.01% 2084
2014
Q1 		$45K Sell
1,298
-106
-8% -$3.65K ﹤0.01% 2051
2013
Q4 		$50K Buy
1,404
+66
+5% +$2.25K ﹤0.01% 1919
2013
Q3 		$43K Buy
1,338
+68
+5% +$2.16K ﹤0.01% 1924
2013
Q2 		$38K Buy
+1,270
New +$36.1K ﹤0.01% 1906

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SLF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Sun Life Financial (SLF) stake by 3% in Q4 2019, selling an estimated $6.34K and leaving 4,529 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Ladenburg Thalmann Financial Services first reported a position in SLF in Q2 2013 and has held it in 27 quarters since. The position peaked at $209K in Q3 2019. 326 funds tracked by Wall St. Rank hold SLF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 4,529 shares of Sun Life Financial worth $205K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 141 Sun Life Financial shares in Q4 2019, an estimated $6.34K.
  • Sun Life Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2478 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Sun Life Financial in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Sun Life Financial position peaked at $209K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.