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Tobias Financial Advisors’s Sun Life Financial SLF Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-200
Closed -$9K – 239
2019
Q4 		$9K Buy
+200
New +$9K 0.01% 190

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Tobias Financial Advisors's SLF Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 200 shares — an estimated $9K sold.

Tobias Financial Advisors first reported a position in SLF in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 200 Sun Life Financial shares in Q1 2020, an estimated $9K.
  • Tobias Financial Advisors first reported a position in Sun Life Financial in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Sun Life Financial position peaked at $9K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.