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Strategic Wealth Partners’s Sun Life Financial SLF Stock Holding History

Strategic Wealth Partners’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
-322
Closed -$13K – 820
2018
Q1 		$13K Hold
322
– – 0.01% 457
2017
Q4 		$13K Buy
+322
New +$12.8K 0.01% 438

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
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
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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Strategic Wealth Partners's SLF Position: Q2 2018 in Review

Strategic Wealth Partners sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 322 shares — an estimated $13K sold.

Strategic Wealth Partners first reported a position in SLF in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q1 2018. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

  • Strategic Wealth Partners reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 322 Sun Life Financial shares in Q2 2018, an estimated $13K.
  • Strategic Wealth Partners first reported a position in Sun Life Financial in Q4 2017 and held it in 2 quarters.
  • Strategic Wealth Partners's Sun Life Financial position peaked at $13K in Q1 2018.
  • 308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on Strategic Wealth Partners's 13F filing for Q2 2018, filed 4 Sep 2018.