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Ullmann Wealth Partners Group’s Sun Life Financial SLF Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-862
Closed -$30K – 117
2017
Q2 		$30K Hold
862
– – 0.02% 103
2017
Q1 		$31K Buy
+862
New +$32.8K 0.03% 95

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Ullmann Wealth Partners Group's SLF Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Sun Life Financial (SLF) in Q3 2017, closing a stake of 862 shares — an estimated $30K sold.

Ullmann Wealth Partners Group first reported a position in SLF in Q1 2017 and held it in 2 quarters. The position peaked at $31K in Q1 2017. 281 funds tracked by Wall St. Rank hold SLF as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Sun Life Financial position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 862 Sun Life Financial shares in Q3 2017, an estimated $30K.
  • Ullmann Wealth Partners Group first reported a position in Sun Life Financial in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Sun Life Financial position peaked at $31K in Q1 2017.
  • 281 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.