Quad-Cities Investment Group’s Sun Life Financial SLF Stock Holding History

Quad-Cities Investment 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 Q4	–	Sell	-1,550	Closed	-$68K	–	621
2019 Q3	$68K	Hold	1,550	–	–	0.06%	274
2019 Q2	$63K	Hold	1,550	–	–	0.06%	294
2019 Q1	$61K	Hold	1,550	–	–	0.06%	298
2018 Q4	$51K	Hold	1,550	–	–	0.05%	312
2018 Q3	$62K	Hold	1,550	–	–	0.05%	309
2018 Q2	$62K	Buy	+1,550	New	+$64.2K	0.06%	302

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

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

Quad-Cities Investment Group's SLF Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Sun Life Financial (SLF) in Q4 2019, closing a stake of 1,550 shares — an estimated $68K sold.

Quad-Cities Investment Group first reported a position in SLF in Q2 2018 and held it in 6 quarters. The position peaked at $68K in Q3 2019. 326 funds tracked by Wall St. Rank hold SLF as of Q4 2019.

Quad-Cities Investment Group reported no remaining Sun Life Financial position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 1,550 Sun Life Financial shares in Q4 2019, an estimated $68K.
Quad-Cities Investment Group first reported a position in Sun Life Financial in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Sun Life Financial position peaked at $68K in Q3 2019.
326 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.