SLF
ETFC

Sun Life Financial’s E*Trade Financial Corporation ETFC Stock Holding History

Sun Life Financial’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-131
Closed -$7K – 517
2020
Q3 		$7K Sell
131
-4
-3% -$209 ﹤0.01% 419
2020
Q2 		$7K Buy
135
+3
+2% +$129 ﹤0.01% 368
2020
Q1 		$5K Sell
132
-2
-1% -$85 ﹤0.01% 387
2019
Q4 		$6K Sell
134
-64
-32% -$2.73K ﹤0.01% 415
2019
Q3 		$9K Sell
198
-1
-0.5% -$44 ﹤0.01% 537
2019
Q2 		$9K Sell
199
-220
-53% -$10.5K ﹤0.01% 536
2019
Q1 		$19K Sell
419
-299
-42% -$14.2K ﹤0.01% 524
2018
Q4 		$32K Sell
718
-3
-0.4% -$147 0.01% 480
2018
Q3 		$38K Buy
721
+6
+0.8% +$352 0.01% 504
2018
Q2 		$44K Buy
715
+648
+967% +$40.1K 0.01% 452
2018
Q1 		$1.22K Sell
67
-528
-89% -$28.1K 0.01% 293
2017
Q4 		$29K Sell
595
-1,421
-70% -$65.2K ﹤0.01% 371
2017
Q3 		$88K Buy
2,016
+4
+0.2% +$162 0.01% 368
2017
Q2 		$77K Buy
2,012
+2,007
+40,140% +$71K 0.01% 390
2017
Q1 		$148 Hold
5
– – ﹤0.01% 329
2016
Q4 		$147 Buy
+5
New +$160 ﹤0.01% 283

Other funds holding ETFC

CIC
Cornercap Investment Counsel Atlanta, Georgia $203M AUM 17.67% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Sun Life Financial's ETFC Position: Q4 2020 in Review

Sun Life Financial sold out of E*Trade Financial Corporation (ETFC) in Q4 2020, closing a stake of 131 shares — an estimated $7K sold.

Sun Life Financial first reported a position in ETFC in Q4 2016 and held it in 16 quarters. The position peaked at $88K in Q3 2017. 3 funds tracked by Wall St. Rank hold ETFC as of Q4 2020.

  • Sun Life Financial reported no remaining E*Trade Financial Corporation position as of Q4 2020 after selling out during the quarter.
  • Sun Life Financial sold 131 E*Trade Financial Corporation shares in Q4 2020, an estimated $7K.
  • Sun Life Financial first reported a position in E*Trade Financial Corporation in Q4 2016 and held it in 16 quarters.
  • Sun Life Financial's E*Trade Financial Corporation position peaked at $88K in Q3 2017.
  • 3 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q4 2020.

Based on Sun Life Financial's 13F filing for Q4 2020, filed 11 Feb 2021.