SNT
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Security National Trust’s Sun Life Financial SLF Stock Holding History

Security National Trust’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
2018
Q3 		– Sell
-48
Closed -$2K – 390
2018
Q2 		$2K Hold
48
– – ﹤0.01% 382
2018
Q1 		$2K Hold
48
– – ﹤0.01% 378
2017
Q4 		$2K Hold
48
– – ﹤0.01% 379
2017
Q3 		$2K Sell
48
-48
-50% -$1.83K ﹤0.01% 388
2017
Q2 		$3K Buy
+96
New +$3.31K ﹤0.01% 399

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
Bank of Montreal
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Security National Trust's SLF Position: Q3 2018 in Review

Security National Trust sold out of Sun Life Financial (SLF) in Q3 2018, closing a stake of 48 shares — an estimated $2K sold.

Security National Trust first reported a position in SLF in Q2 2017 and held it in 5 quarters. The position peaked at $3K in Q2 2017. 316 funds tracked by Wall St. Rank hold SLF as of Q3 2018.

  • Security National Trust reported no remaining Sun Life Financial position as of Q3 2018 after selling out during the quarter.
  • Security National Trust sold 48 Sun Life Financial shares in Q3 2018, an estimated $2K.
  • Security National Trust first reported a position in Sun Life Financial in Q2 2017 and held it in 5 quarters.
  • Security National Trust's Sun Life Financial position peaked at $3K in Q2 2017.
  • 316 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2018.

Based on Security National Trust's 13F filing for Q3 2018, filed 2 Nov 2018.