Polaris Wealth Advisory Group’s Sun Life Financial SLF Stock Holding History

Polaris Wealth Advisory Group’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	-748	Closed	-$30K	–	401
2018 Q3	$30K	Buy	+748	New	+$29.9K	﹤0.01%	294
2018 Q2	–	Sell	-736	Closed	-$30K	–	399
2018 Q1	$30K	Buy	+736	New	+$31K	﹤0.01%	266

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

Polaris Wealth Advisory Group's SLF Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 748 shares — an estimated $30K sold.

Polaris Wealth Advisory Group first reported a position in SLF in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 748 Sun Life Financial shares in Q4 2018, an estimated $30K.
Polaris Wealth Advisory Group first reported a position in Sun Life Financial in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Sun Life Financial position peaked at $30K in Q3 2018.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.