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Sound Income Strategies’s Sun Life Financial SLF Stock Holding History

Sound Income Strategies’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
-500
Closed -$20K – 787
2018
Q3 		$20K Hold
500
– – 0.01% 245
2018
Q2 		$20K Buy
+500
New +$20.7K 0.01% 221

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

Sound Income Strategies's SLF Position: Q4 2018 in Review

Sound Income Strategies sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 500 shares — an estimated $20K sold.

Sound Income Strategies first reported a position in SLF in Q2 2018 and held it in 2 quarters. The position peaked at $20K in Q3 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

  • Sound Income Strategies reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
  • Sound Income Strategies sold 500 Sun Life Financial shares in Q4 2018, an estimated $20K.
  • Sound Income Strategies first reported a position in Sun Life Financial in Q2 2018 and held it in 2 quarters.
  • Sound Income Strategies's Sun Life Financial position peaked at $20K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Sound Income Strategies's 13F filing for Q4 2018, filed 8 Jan 2019.