Lake Point Wealth Management’s Sun Life Financial SLF Stock Holding History

Lake Point Wealth Management’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	$59K	Hold	1,419	–	–	0.02%	116
2019 Q1	$59K	Hold	1,419	–	–	0.02%	116
2018 Q4	$47K	Buy	+1,419	New	+$51.3K	0.02%	256

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lake Point Wealth Management's SLF Position: Q2 2019 in Review

Lake Point Wealth Management held its Sun Life Financial (SLF) position steady in Q2 2019 at 1,419 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #116.

Lake Point Wealth Management first reported a position in SLF in Q4 2018 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SLF as of Q2 2019.

Lake Point Wealth Management held 1,419 shares of Sun Life Financial worth $59K as of Q2 2019.
Lake Point Wealth Management left its Sun Life Financial share count unchanged in Q2 2019.
Sun Life Financial made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2019, its #116 holding.
Lake Point Wealth Management first reported a position in Sun Life Financial in Q4 2018 and has held it in 3 quarters since.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.