TrueWealth LLC’s Sun Life Financial SLF Stock Holding History

TrueWealth LLC’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 Q2	$186K	Hold	5,050	–	–	0.08%	140
2020 Q1	$162K	Hold	5,050	–	–	0.08%	137
2019 Q4	$230K	Hold	5,050	–	–	0.09%	128
2019 Q3	$226K	Hold	5,050	–	–	0.1%	124
2019 Q2	$209K	Hold	5,050	–	–	0.09%	133
2019 Q1	$194K	Hold	5,050	–	–	0.09%	139
2018 Q4	$168K	Hold	5,050	–	–	0.09%	143
2018 Q3	$201K	Hold	5,050	–	–	0.09%	134
2018 Q2	$203K	Hold	5,050	–	–	0.1%	127
2018 Q1	$208K	Buy	+5,050	New	+$213K	0.1%	124

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrueWealth LLC's SLF Position: Q2 2020 in Review

TrueWealth LLC held its Sun Life Financial (SLF) position steady in Q2 2020 at 5,050 shares worth $186K. The position accounts for 0.08% of the portfolio, ranked #140.

TrueWealth LLC first reported a position in SLF in Q1 2018 and has held it in 10 quarters since. The position peaked at $230K in Q4 2019. 300 funds tracked by Wall St. Rank hold SLF as of Q2 2020.

TrueWealth LLC held 5,050 shares of Sun Life Financial worth $186K as of Q2 2020.
TrueWealth LLC left its Sun Life Financial share count unchanged in Q2 2020.
Sun Life Financial made up 0.08% of TrueWealth LLC's portfolio in Q2 2020, its #140 holding.
TrueWealth LLC first reported a position in Sun Life Financial in Q1 2018 and has held it in 10 quarters since.
TrueWealth LLC's Sun Life Financial position peaked at $230K in Q4 2019.
300 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.