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Realta Investment Advisors’s Sun Life Financial SLF Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-190
Closed -$9K – 1208
2019
Q4 		$9K Hold
190
– – ﹤0.01% 1178
2019
Q3 		$9K Hold
190
– – ﹤0.01% 1151
2019
Q2 		$8K Hold
190
– – ﹤0.01% 1222
2019
Q1 		$7K Buy
+190
New +$6.97K ﹤0.01% 1002

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Realta Investment Advisors's SLF Position: Q1 2020 in Review

Realta Investment Advisors sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 190 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in SLF in Q1 2019 and held it in 4 quarters. The position peaked at $9K in Q4 2019. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • Realta Investment Advisors reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 190 Sun Life Financial shares in Q1 2020, an estimated $9K.
  • Realta Investment Advisors first reported a position in Sun Life Financial in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Sun Life Financial position peaked at $9K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.