One Wealth Advisors’s Sun Life Financial SLF Stock Holding History

One Wealth Advisors’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	-1,632	Closed	-$65K	–	413
2018 Q3	$65K	Sell	1,632 -61	-4%	-$2.44K	0.05%	246
2018 Q2	$68K	Sell	1,693 -29	-2%	-$1.2K	0.05%	235
2018 Q1	$71K	Buy	1,722 +42	+3%	+$1.77K	0.06%	217
2017 Q4	$69K	Buy	+1,680	New	+$67K	0.06%	251

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

One Wealth Advisors's SLF Position: Q4 2018 in Review

One Wealth Advisors sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 1,632 shares — an estimated $65K sold.

One Wealth Advisors first reported a position in SLF in Q4 2017 and held it in 4 quarters. The position peaked at $71K in Q1 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

One Wealth Advisors reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
One Wealth Advisors sold 1,632 Sun Life Financial shares in Q4 2018, an estimated $65K.
One Wealth Advisors first reported a position in Sun Life Financial in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Sun Life Financial position peaked at $71K in Q1 2018.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.