Mosaic Family Wealth’s Sun Life Financial SLF Stock Holding History

Mosaic Family Wealth’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	–	Sell	-861	Closed	-$33K	–	534
2019 Q1	$33K	Hold	861	–	–	0.01%	365
2018 Q4	$29K	Hold	861	–	–	0.01%	375
2018 Q3	$32K	Hold	861	–	–	0.01%	372
2018 Q2	$35K	Hold	861	–	–	0.01%	359
2018 Q1	$35K	Hold	861	–	–	0.01%	358
2017 Q4	$36K	Sell	861 -24	-3%	-$957	0.01%	372
2017 Q3	$35K	Hold	885	–	–	0.01%	388
2017 Q2	$32K	Hold	885	–	–	0.01%	381
2017 Q1	$32K	Hold	885	–	–	0.01%	384
2016 Q4	$34K	Hold	885	–	–	0.02%	367
2016 Q3	$29K	Hold	885	–	–	0.01%	400
2016 Q2	$30K	Hold	885	–	–	0.01%	396
2016 Q1	$28K	Hold	885	–	–	0.01%	396
2015 Q4	$27K	Buy	+885	New	+$29.2K	0.01%	405

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

Mosaic Family Wealth's SLF Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Sun Life Financial (SLF) in Q2 2019, closing a stake of 861 shares — an estimated $33K sold.

Mosaic Family Wealth first reported a position in SLF in Q4 2015 and held it in 14 quarters. The position peaked at $36K in Q4 2017. 302 funds tracked by Wall St. Rank hold SLF as of Q2 2019.

Mosaic Family Wealth reported no remaining Sun Life Financial position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 861 Sun Life Financial shares in Q2 2019, an estimated $33K.
Mosaic Family Wealth first reported a position in Sun Life Financial in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Sun Life Financial position peaked at $36K in Q4 2017.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.