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Prestige Wealth Management Group’s Sun Life Financial SLF Stock Holding History

Prestige Wealth Management 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
2019
Q1 		– Sell
-33
Closed -$1K – 1024
2018
Q4 		$1K Buy
+33
New +$1.19K ﹤0.01% 1115

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Fidelity International
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
T. Rowe Price Associates
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Prestige Wealth Management Group's SLF Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Sun Life Financial (SLF) in Q1 2019, closing a stake of 33 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in SLF in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 306 funds tracked by Wall St. Rank hold SLF as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Sun Life Financial position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 33 Sun Life Financial shares in Q1 2019, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Sun Life Financial in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Sun Life Financial position peaked at $1K in Q4 2018.
  • 306 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.