Lenox Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Lenox Wealth Advisors’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
2021 Q1	–	Sell	-68	Closed	-$3K	–	749
2020 Q4	$3K	Hold	68	–	–	﹤0.01%	563
2020 Q3	$3K	Hold	68	–	–	﹤0.01%	489
2020 Q2	$2K	Hold	68	–	–	﹤0.01%	531
2020 Q1	$2K	Hold	68	–	–	﹤0.01%	617
2019 Q4	$3K	Hold	68	–	–	﹤0.01%	562
2019 Q3	$3K	Hold	68	–	–	﹤0.01%	467
2019 Q2	$3K	Hold	68	–	–	﹤0.01%	350
2019 Q1	$3K	Hold	68	–	–	﹤0.01%	482
2018 Q4	$2K	Hold	68	–	–	﹤0.01%	341
2018 Q3	$3K	Sell	68 -709	-91%	-$28.4K	﹤0.01%	342
2018 Q2	$31K	Sell	777 -2,053	-73%	-$85K	0.01%	188
2018 Q1	$116K	Buy	2,830 +2,435	+616%	+$103K	0.03%	94
2017 Q4	$16K	Buy	+395	New	+$15.7K	﹤0.01%	145

Other funds holding SLF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lenox Wealth Advisors's SLF Position: Q1 2021 in Review

Lenox Wealth Advisors sold out of Sun Life Financial (SLF) in Q1 2021, closing a stake of 68 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in SLF in Q4 2017 and held it in 13 quarters. The position peaked at $116K in Q1 2018. 346 funds tracked by Wall St. Rank hold SLF as of Q1 2021.

Lenox Wealth Advisors reported no remaining Sun Life Financial position as of Q1 2021 after selling out during the quarter.
Lenox Wealth Advisors sold 68 Sun Life Financial shares in Q1 2021, an estimated $3K.
Lenox Wealth Advisors first reported a position in Sun Life Financial in Q4 2017 and held it in 13 quarters.
Lenox Wealth Advisors's Sun Life Financial position peaked at $116K in Q1 2018.
346 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2021.

Based on Lenox Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.