Reilly Financial Advisors’s Sun Life Financial SLF Stock Holding History

Reilly Financial 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
2021 Q4	$24K	Hold	427	–	–	﹤0.01%	541
2021 Q3	$22K	Hold	427	–	–	﹤0.01%	508
2021 Q2	$22K	Hold	427	–	–	﹤0.01%	539
2021 Q1	$22K	Hold	427	–	–	﹤0.01%	524
2020 Q4	$19K	Hold	427	–	–	﹤0.01%	505
2020 Q3	$17K	Sell	427 -87	-17%	-$3.52K	﹤0.01%	472
2020 Q2	$19K	Hold	514	–	–	﹤0.01%	463
2020 Q1	$16K	Hold	514	–	–	﹤0.01%	477
2019 Q4	$23K	Hold	514	–	–	﹤0.01%	472
2019 Q3	$23K	Hold	514	–	–	﹤0.01%	476
2019 Q2	$21K	Hold	514	–	–	﹤0.01%	524
2019 Q1	$20K	Hold	514	–	–	﹤0.01%	531
2018 Q4	$17K	Hold	514	–	–	﹤0.01%	535
2018 Q3	$20K	Hold	514	–	–	﹤0.01%	562
2018 Q2	$21K	Hold	514	–	–	﹤0.01%	490
2018 Q1	$21K	Hold	514	–	–	﹤0.01%	489
2017 Q4	$21K	Hold	514	–	–	﹤0.01%	506
2017 Q3	$20K	Hold	514	–	–	﹤0.01%	494
2017 Q2	$18K	Buy	514 +152	+42%	+$5.24K	﹤0.01%	526
2017 Q1	$13K	Buy	362 +275	+316%	+$10.5K	﹤0.01%	563
2016 Q4	$3K	Hold	87	–	–	﹤0.01%	746
2016 Q3	$3K	Sell	87 -83	-49%	-$2.67K	﹤0.01%	723
2016 Q2	$6K	Buy	170 +83	+95%	+$2.78K	﹤0.01%	579
2016 Q1	$3K	Hold	87	–	–	﹤0.01%	1033
2015 Q4	$3K	Sell	87 -709	-89%	-$23.4K	﹤0.01%	1030
2015 Q3	$26K	Hold	796	–	–	﹤0.01%	533
2015 Q2	$27K	Hold	796	–	–	﹤0.01%	583
2015 Q1	$25K	Sell	796 -588	-42%	-$18.8K	﹤0.01%	603
2014 Q4	$50K	Hold	1,384	–	–	0.01%	264
2014 Q3	$50K	Hold	1,384	–	–	0.01%	257
2014 Q2	$51K	Buy	1,384 +1,297	+1,491%	+$44.7K	0.01%	263
2014 Q1	$3K	Hold	87	–	–	﹤0.01%	736
2013 Q4	$3K	Hold	87	–	–	﹤0.01%	763
2013 Q3	$3K	Hold	87	–	–	﹤0.01%	674
2013 Q2	$3K	Buy	+87	New	+$2.48K	﹤0.01%	712

Other funds holding SLF

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Reilly Financial Advisors's SLF Position: Q4 2021 in Review

Reilly Financial Advisors held its Sun Life Financial (SLF) position steady in Q4 2021 at 427 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Reilly Financial Advisors first reported a position in SLF in Q2 2013 and has held it in 35 quarters since. The position peaked at $51K in Q2 2014. 354 funds tracked by Wall St. Rank hold SLF as of Q4 2021.

Reilly Financial Advisors held 427 shares of Sun Life Financial worth $24K as of Q4 2021.
Reilly Financial Advisors left its Sun Life Financial share count unchanged in Q4 2021.
Sun Life Financial made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #541 holding.
Reilly Financial Advisors first reported a position in Sun Life Financial in Q2 2013 and has held it in 35 quarters since.
Reilly Financial Advisors's Sun Life Financial position peaked at $51K in Q2 2014.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.