Shine Investment Advisory Services’s Sun Life Financial SLF Stock Holding History

Shine Investment Advisory Services’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 Q3	$13K	Hold	315	–	–	﹤0.01%	516
2020 Q2	$12K	Hold	315	–	–	﹤0.01%	534
2020 Q1	$10K	Hold	315	–	–	﹤0.01%	521
2019 Q4	$14K	Hold	315	–	–	0.01%	526
2019 Q3	$14K	Hold	315	–	–	0.01%	505
2019 Q2	$13K	Hold	315	–	–	0.01%	508
2019 Q1	$12K	Hold	315	–	–	0.01%	529
2018 Q4	$10K	Hold	315	–	–	﹤0.01%	520
2018 Q3	$13K	Hold	315	–	–	0.01%	495
2018 Q2	$13K	Hold	315	–	–	0.01%	493
2018 Q1	$13K	Hold	315	–	–	0.01%	495
2017 Q4	$13K	Hold	315	–	–	0.01%	502
2017 Q3	$13K	Hold	315	–	–	0.01%	500
2017 Q2	$11K	Buy	+315	New	+$10.9K	0.01%	506

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Shine Investment Advisory Services's SLF Position: Q3 2020 in Review

Shine Investment Advisory Services held its Sun Life Financial (SLF) position steady in Q3 2020 at 315 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Shine Investment Advisory Services first reported a position in SLF in Q2 2017 and has held it in 14 quarters since. The position peaked at $14K in Q4 2019. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

Shine Investment Advisory Services held 315 shares of Sun Life Financial worth $13K as of Q3 2020.
Shine Investment Advisory Services left its Sun Life Financial share count unchanged in Q3 2020.
Sun Life Financial made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #516 holding.
Shine Investment Advisory Services first reported a position in Sun Life Financial in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Sun Life Financial position peaked at $14K in Q4 2019.
309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.