MUFG Americas’s Sun Life Financial SLF Stock Holding History

MUFG Americas’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
2020 Q1	–	Sell	-330	Closed	-$15K	–	760
2019 Q4	$15K	Sell	330 -300	-48%	-$13.5K	﹤0.01%	667
2019 Q3	$28K	Hold	630	–	–	﹤0.01%	604
2019 Q2	$26K	Hold	630	–	–	﹤0.01%	617
2019 Q1	$24K	Hold	630	–	–	﹤0.01%	624
2018 Q4	$21K	Hold	630	–	–	﹤0.01%	574
2018 Q3	$25K	Sell	630 -150	-19%	-$6K	﹤0.01%	600
2018 Q2	$31K	Hold	780	–	–	﹤0.01%	605
2018 Q1	$32K	Buy	780 +330	+73%	+$13.9K	﹤0.01%	580
2017 Q4	$19K	Hold	450	–	–	﹤0.01%	749
2017 Q3	$18K	Buy	+450	New	+$17.2K	﹤0.01%	756
2016 Q2	–	Sell	-360	Closed	-$12K	–	1188
2016 Q1	$12K	Buy	+360	New	+$10.6K	﹤0.01%	787
2013 Q4	–	Sell	-106	Closed	-$3K	–	1186
2013 Q3	$3K	Buy	+106	New	+$3.37K	﹤0.01%	1113

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

MUFG Americas's SLF Position: Q1 2020 in Review

MUFG Americas sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 330 shares — an estimated $15K sold.

MUFG Americas first reported a position in SLF in Q3 2013 and held it in 12 quarters. The position peaked at $32K in Q1 2018. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

MUFG Americas reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
MUFG Americas sold 330 Sun Life Financial shares in Q1 2020, an estimated $15K.
MUFG Americas first reported a position in Sun Life Financial in Q3 2013 and held it in 12 quarters.
MUFG Americas's Sun Life Financial position peaked at $32K in Q1 2018.
305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on MUFG Americas's 13F filing for Q1 2020, filed 24 Apr 2020.