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

Stratos 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 Q4	–	Sell	-469	Closed	-$19K	–	2229
2018 Q3	$19K	Buy	+469	New	+$18.8K	﹤0.01%	1909
2018 Q2	–	Sell	-469	Closed	-$19K	–	2315
2018 Q1	$19K	Hold	469	–	–	﹤0.01%	2038
2017 Q4	$19K	Buy	+469	New	+$18.7K	﹤0.01%	1933
2016 Q4	–	Sell	-9,516	Closed	-$310K	–	773
2016 Q3	$310K	Buy	+9,516	New	+$306K	0.02%	474

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

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 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

Stratos Wealth Partners's SLF Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 469 shares — an estimated $19K sold.

Stratos Wealth Partners first reported a position in SLF in Q3 2016 and held it in 4 quarters. The position peaked at $310K in Q3 2016. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

Stratos Wealth Partners reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 469 Sun Life Financial shares in Q4 2018, an estimated $19K.
Stratos Wealth Partners first reported a position in Sun Life Financial in Q3 2016 and held it in 4 quarters.
Stratos Wealth Partners's Sun Life Financial position peaked at $310K in Q3 2016.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.