North American Management’s Sun Life Financial SLF Stock Holding History

North American Management’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 Q4	–	Sell	-5,069	Closed	-$202K	–	132
2018 Q3	$202K	Hold	5,069	–	–	0.03%	129
2018 Q2	$203K	Hold	5,069	–	–	0.03%	126
2018 Q1	$208K	Sell	5,069 -4,550	-47%	-$192K	0.03%	121
2017 Q4	$397K	Buy	+9,619	New	+$383K	0.06%	103

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

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 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

North American Management's SLF Position: Q4 2018 in Review

North American Management sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 5,069 shares — an estimated $202K sold.

North American Management first reported a position in SLF in Q4 2017 and held it in 4 quarters. The position peaked at $397K in Q4 2017. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

North American Management reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
North American Management sold 5,069 Sun Life Financial shares in Q4 2018, an estimated $202K.
North American Management first reported a position in Sun Life Financial in Q4 2017 and held it in 4 quarters.
North American Management's Sun Life Financial position peaked at $397K in Q4 2017.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on North American Management's 13F filing for Q4 2018, filed 8 Feb 2019.