Stevens First Principles Investment Advisors’s Sun Life Financial SLF Stock Holding History

Stevens First Principles Investment Advisors’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
2019 Q2	$38K	Hold	920	–	–	0.02%	99
2019 Q1	$35K	Hold	920	–	–	0.02%	103
2018 Q4	$31K	Sell	920 -645	-41%	-$23.3K	0.02%	103
2018 Q3	$62K	Buy	1,565 +85	+6%	+$3.4K	0.04%	91
2018 Q2	$59K	Hold	1,480	–	–	0.04%	90
2018 Q1	$61K	Hold	1,480	–	–	0.04%	98
2017 Q4	$61K	Hold	1,480	–	–	0.03%	112
2017 Q3	$59K	Hold	1,480	–	–	0.03%	108
2017 Q2	$53K	Hold	1,480	–	–	0.03%	107
2017 Q1	$54K	Hold	1,480	–	–	0.03%	102
2016 Q4	$57K	Hold	1,480	–	–	0.04%	103
2016 Q3	$48K	Hold	1,480	–	–	0.03%	96
2016 Q2	$49K	Buy	1,480 +605	+69%	+$20.3K	0.04%	90
2016 Q1	$28K	Buy	+875	New	+$25.7K	0.02%	98

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Stevens First Principles Investment Advisors's SLF Position: Q2 2019 in Review

Stevens First Principles Investment Advisors held its Sun Life Financial (SLF) position steady in Q2 2019 at 920 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #99.

Stevens First Principles Investment Advisors first reported a position in SLF in Q1 2016 and has held it in 14 quarters since. The position peaked at $62K in Q3 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q2 2019.

Stevens First Principles Investment Advisors held 920 shares of Sun Life Financial worth $38K as of Q2 2019.
Stevens First Principles Investment Advisors left its Sun Life Financial share count unchanged in Q2 2019.
Sun Life Financial made up 0.02% of Stevens First Principles Investment Advisors's portfolio in Q2 2019, its #99 holding.
Stevens First Principles Investment Advisors first reported a position in Sun Life Financial in Q1 2016 and has held it in 14 quarters since.
Stevens First Principles Investment Advisors's Sun Life Financial position peaked at $62K in Q3 2018.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2019.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.