Rosenblum Silverman Sutton’s Sun Life Financial SLF Stock Holding History

Rosenblum Silverman Sutton’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	-24,270	Closed	-$900K	–	65
2018 Q4	$900K	Buy	24,270 +15,788	+186%	+$571K	0.41%	47
2018 Q3	$337K	Hold	8,482	–	–	0.11%	58
2018 Q2	$340K	Hold	8,482	–	–	0.12%	57
2018 Q1	$349K	Hold	8,482	–	–	0.12%	60
2017 Q4	$350K	Sell	8,482 -400	-5%	-$15.9K	0.13%	62
2017 Q3	$354K	Buy	+8,882	New	+$339K	0.13%	59

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

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

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

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

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

Rosenblum Silverman Sutton's SLF Position: Q1 2019 in Review

Rosenblum Silverman Sutton sold out of Sun Life Financial (SLF) in Q1 2019, closing a stake of 24,270 shares — an estimated $900K sold.

Rosenblum Silverman Sutton first reported a position in SLF in Q3 2017 and held it in 6 quarters. The position peaked at $900K in Q4 2018. 306 funds tracked by Wall St. Rank hold SLF as of Q1 2019.

Rosenblum Silverman Sutton reported no remaining Sun Life Financial position as of Q1 2019 after selling out during the quarter.
Rosenblum Silverman Sutton sold 24,270 Sun Life Financial shares in Q1 2019, an estimated $900K.
Rosenblum Silverman Sutton first reported a position in Sun Life Financial in Q3 2017 and held it in 6 quarters.
Rosenblum Silverman Sutton's Sun Life Financial position peaked at $900K in Q4 2018.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2019.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2019, filed 25 Apr 2019.