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Squar Milner Financial Services’s Sun Life Financial SLF Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-305
Closed -$9K – 622
2020
Q1 		$9K Buy
305
+254
+498% +$10.9K 0.01% 556
2019
Q4 		$2K Buy
+51
New +$2.29K ﹤0.01% 757

Other funds holding SLF

Royal Bank of Canada
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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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's SLF Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Sun Life Financial (SLF) in Q2 2020, closing a stake of 305 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in SLF in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q1 2020. 300 funds tracked by Wall St. Rank hold SLF as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Sun Life Financial position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 305 Sun Life Financial shares in Q2 2020, an estimated $9K.
  • Squar Milner Financial Services first reported a position in Sun Life Financial in Q4 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Sun Life Financial position peaked at $9K in Q1 2020.
  • 300 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.