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SWS Partners’s Sun Life Financial SLF Stock Holding History

SWS 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
-455
Closed -$18K – 277
2018
Q1 		$18K Hold
455
– – 0.01% 224
2017
Q4 		$19K Buy
+455
New +$18.1K 0.01% 232

Other funds holding SLF

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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
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

SWS Partners's SLF Position: Q2 2018 in Review

SWS Partners sold out of Sun Life Financial (SLF) in Q2 2018, closing a stake of 455 shares — an estimated $18K sold.

SWS Partners first reported a position in SLF in Q4 2017 and held it in 2 quarters. The position peaked at $19K in Q4 2017. 308 funds tracked by Wall St. Rank hold SLF as of Q2 2018.

  • SWS Partners reported no remaining Sun Life Financial position as of Q2 2018 after selling out during the quarter.
  • SWS Partners sold 455 Sun Life Financial shares in Q2 2018, an estimated $18K.
  • SWS Partners first reported a position in Sun Life Financial in Q4 2017 and held it in 2 quarters.
  • SWS Partners's Sun Life Financial position peaked at $19K in Q4 2017.
  • 308 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.