TRUE Private Wealth Advisors’s Sun Life Financial SLF Stock Holding History

TRUE Private Wealth 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	-1,944	Closed	-$88K	–	817
2019 Q4	$88K	Buy	+1,944	New	+$87.5K	0.01%	310
2019 Q3	–	Sell	-1,944	Closed	-$80K	–	627
2019 Q2	$80K	Buy	+1,944	New	+$78.1K	0.01%	291
2018 Q4	–	Sell	-2,858	Closed	-$114K	–	797
2018 Q3	$114K	Buy	+2,858	New	+$114K	0.02%	333

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

TRUE Private Wealth Advisors's SLF Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 1,944 shares — an estimated $88K sold.

TRUE Private Wealth Advisors first reported a position in SLF in Q3 2018 and held it in 3 quarters. The position peaked at $114K in Q3 2018. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,944 Sun Life Financial shares in Q1 2020, an estimated $88K.
TRUE Private Wealth Advisors first reported a position in Sun Life Financial in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Sun Life Financial position peaked at $114K in Q3 2018.
305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.