Leuthold Group’s Sun Life Financial SLF Stock Holding History

Leuthold Group’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 Q2	–	Sell	-68,787	Closed	-$2.83M	–	232
2018 Q1	$2.83M	Sell	68,787 -9,797	-12%	-$413K	0.32%	117
2017 Q4	$3.24M	Sell	78,584 -1,603	-2%	-$63.9K	0.32%	121
2017 Q3	$3.19M	Sell	80,187 -1,651	-2%	-$63K	0.32%	126
2017 Q2	$2.93M	Sell	81,838 -2,715	-3%	-$93.6K	0.31%	125
2017 Q1	$3.09M	Sell	84,553 -1,923	-2%	-$73.1K	0.33%	129
2016 Q4	$3.32M	Buy	+86,476	New	+$3.13M	0.37%	120
2013 Q4	–	Sell	-30,205	Closed	-$966K	–	282
2013 Q3	$966K	Sell	30,205 -3,592	-11%	-$114K	0.09%	231
2013 Q2	$1M	Buy	+33,797	New	+$962K	0.09%	236

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

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

BGC

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

LBA

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Leuthold Group's SLF Position: Q2 2018 in Review

Leuthold Group sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 68,787 shares — an estimated $2.83M sold.

Leuthold Group first reported a position in SLF in Q2 2013 and held it in 8 quarters. The position peaked at $3.32M in Q4 2016. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

Leuthold Group reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
Leuthold Group sold 68,787 Sun Life Financial shares in Q2 2018, an estimated $2.83M.
Leuthold Group first reported a position in Sun Life Financial in Q2 2013 and held it in 8 quarters.
Leuthold Group's Sun Life Financial position peaked at $3.32M in Q4 2016.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Leuthold Group's 13F filing for Q2 2018, filed 14 Aug 2018.