Signature Wealth Management Group’s Sun Life Financial SLF Stock Holding History

Signature Wealth Management Group’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 Q4	–	Sell	-999	Closed	-$36K	–	256
2018 Q3	$36K	Hold	999	–	–	0.03%	122
2018 Q2	$40K	Hold	999	–	–	0.03%	116
2018 Q1	$41K	Hold	999	–	–	0.03%	110
2017 Q4	$41K	Buy	+999	New	+$39.8K	0.03%	110

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Signature Wealth Management Group's SLF Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 999 shares — an estimated $36K sold.

Signature Wealth Management Group first reported a position in SLF in Q4 2017 and held it in 4 quarters. The position peaked at $41K in Q1 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

Signature Wealth Management Group reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 999 Sun Life Financial shares in Q4 2018, an estimated $36K.
Signature Wealth Management Group first reported a position in Sun Life Financial in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Sun Life Financial position peaked at $41K in Q1 2018.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.