Neuburgh Advisers’s Sun Life Financial SLF Stock Holding History

Neuburgh Advisers’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 Q3	$400K	Hold	9,214	–	–	0.01%	512
2019 Q2	$367K	Buy	9,214 +952	+12%	+$38.3K	0.01%	539
2019 Q1	$311K	Hold	8,262	–	–	0.01%	571
2018 Q4	$283K	Sell	8,262 -2,550	-24%	-$92.2K	0.01%	548
2018 Q3	$427K	Buy	10,812 +3,944	+57%	+$158K	0.01%	505
2018 Q2	$276K	Hold	6,868	–	–	0.01%	569
2018 Q1	$283K	Hold	6,868	–	–	0.01%	557
2017 Q4	$283K	Hold	6,868	–	–	0.01%	566
2017 Q3	$274K	Hold	6,868	–	–	0.01%	531
2017 Q2	$246K	Hold	6,868	–	–	0.01%	533
2017 Q1	$251K	Hold	6,868	–	–	0.01%	461
2016 Q4	$264K	Buy	+6,868	New	+$249K	0.01%	430

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

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

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

Norges Bank Oslo, Norway $935B AUM

LBA

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

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

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

Neuburgh Advisers's SLF Position: Q3 2019 in Review

Neuburgh Advisers held its Sun Life Financial (SLF) position steady in Q3 2019 at 9,214 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #512.

Neuburgh Advisers first reported a position in SLF in Q4 2016 and has held it in 12 quarters since. The position peaked at $427K in Q3 2018. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

Neuburgh Advisers held 9,214 shares of Sun Life Financial worth $400K as of Q3 2019.
Neuburgh Advisers left its Sun Life Financial share count unchanged in Q3 2019.
Sun Life Financial made up 0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #512 holding.
Neuburgh Advisers first reported a position in Sun Life Financial in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Sun Life Financial position peaked at $427K in Q3 2018.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.