Pinkerton Retirement Specialists’s Sun Life Financial SLF Stock Holding History

Pinkerton Retirement Specialists’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	-998	Closed	-$40K	–	136
2018 Q3	$40K	Hold	998	–	–	0.02%	95
2018 Q2	$40K	Hold	998	–	–	0.02%	98
2018 Q1	$41K	Hold	998	–	–	0.02%	89
2017 Q4	$41K	Hold	998	–	–	0.02%	96
2017 Q3	$40K	Hold	998	–	–	0.02%	75
2017 Q2	$36K	Hold	998	–	–	0.02%	80
2017 Q1	$36K	Buy	+998	New	+$37.9K	0.02%	62

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

Pinkerton Retirement Specialists's SLF Position: Q4 2018 in Review

Pinkerton Retirement Specialists sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 998 shares — an estimated $40K sold.

Pinkerton Retirement Specialists first reported a position in SLF in Q1 2017 and held it in 7 quarters. The position peaked at $41K in Q1 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

Pinkerton Retirement Specialists reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
Pinkerton Retirement Specialists sold 998 Sun Life Financial shares in Q4 2018, an estimated $40K.
Pinkerton Retirement Specialists first reported a position in Sun Life Financial in Q1 2017 and held it in 7 quarters.
Pinkerton Retirement Specialists's Sun Life Financial position peaked at $41K in Q1 2018.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2018, filed 15 Feb 2019.