Proficio Capital Partners’s Sun Life Financial SLF Stock Holding History

Proficio Capital Partners’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 Q3	–	Sell	-270	Closed	-$11K	–	1295
2019 Q2	$11K	Buy	270 +132	+96%	+$5.3K	﹤0.01%	916
2019 Q1	$5K	Sell	138 -1,498	-92%	-$55K	﹤0.01%	1122
2018 Q4	$54K	Buy	1,636 +1,235	+308%	+$44.6K	0.02%	280
2018 Q3	$16K	Hold	401	–	–	0.01%	676
2018 Q2	$16K	Hold	401	–	–	0.01%	677
2018 Q1	$16K	Buy	401 +44	+12%	+$1.85K	﹤0.01%	661
2017 Q4	$15K	Hold	357	–	–	﹤0.01%	683
2017 Q3	$14K	Hold	357	–	–	0.01%	699
2017 Q2	$14K	Sell	357 -77	-18%	-$2.66K	0.01%	718
2017 Q1	$14K	Buy	434 +148	+52%	+$5.63K	0.01%	731
2016 Q4	$11K	Buy	286 +53	+23%	+$1.92K	﹤0.01%	590
2016 Q3	$8K	Sell	233 -76	-25%	-$2.44K	﹤0.01%	633
2016 Q2	$10K	Buy	309 +111	+56%	+$3.72K	0.01%	560
2016 Q1	$6K	Buy	198 +1	+0.5%	+$29	0.01%	497
2015 Q4	$6K	Buy	+197	New	+$6.5K	0.01%	394

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Norges Bank Oslo, Norway $935B AUM

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Proficio Capital Partners's SLF Position: Q3 2019 in Review

Proficio Capital Partners sold out of Sun Life Financial (SLF) in Q3 2019, closing a stake of 270 shares — an estimated $11K sold.

Proficio Capital Partners first reported a position in SLF in Q4 2015 and held it in 15 quarters. The position peaked at $54K in Q4 2018. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

Proficio Capital Partners reported no remaining Sun Life Financial position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 270 Sun Life Financial shares in Q3 2019, an estimated $11K.
Proficio Capital Partners first reported a position in Sun Life Financial in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Sun Life Financial position peaked at $54K in Q4 2018.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.