Spectrum Management Group’s Sun Life Financial SLF Stock Holding History

Spectrum 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 Q2	–	Sell	-272	Closed	-$11K	–	256
2018 Q1	$11K	Hold	272	–	–	﹤0.01%	177
2017 Q4	$11K	Hold	272	–	–	﹤0.01%	192
2017 Q3	$11K	Buy	+272	New	+$10.4K	﹤0.01%	269
2016 Q2	–	Sell	-272	Closed	-$9K	–	199
2016 Q1	$9K	Hold	272	–	–	﹤0.01%	216
2015 Q4	$8K	Hold	272	–	–	﹤0.01%	205
2015 Q3	$9K	Hold	272	–	–	﹤0.01%	154
2015 Q2	$9K	Hold	272	–	–	﹤0.01%	98
2015 Q1	$8K	Hold	272	–	–	﹤0.01%	98
2014 Q4	$10K	Hold	272	–	–	﹤0.01%	103
2014 Q3	$10K	Hold	272	–	–	0.01%	101
2014 Q2	$10K	Hold	272	–	–	0.01%	105
2014 Q1	$9K	Hold	272	–	–	0.01%	108
2013 Q4	$10K	Buy	+272	New	+$9.26K	0.01%	121

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

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

BGC

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Spectrum Management Group's SLF Position: Q2 2018 in Review

Spectrum Management Group sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 272 shares — an estimated $11K sold.

Spectrum Management Group first reported a position in SLF in Q4 2013 and held it in 13 quarters. The position peaked at $11K in Q1 2018. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

Spectrum Management Group reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
Spectrum Management Group sold 272 Sun Life Financial shares in Q2 2018, an estimated $11K.
Spectrum Management Group first reported a position in Sun Life Financial in Q4 2013 and held it in 13 quarters.
Spectrum Management Group's Sun Life Financial position peaked at $11K in Q1 2018.
308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Spectrum Management Group's 13F filing for Q2 2018, filed 30 Jul 2018.