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

Valeo 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 Q3	–	Sell	-51	Closed	-$2K	–	2070
2020 Q2	$2K	Buy	+51	New	+$1.75K	﹤0.01%	1795
2019 Q4	–	Sell	-5,004	Closed	-$224K	–	1707
2019 Q3	$224K	Buy	+5,004	New	+$209K	0.02%	284
2018 Q4	–	Sell	-400	Closed	-$15K	–	1699
2018 Q3	$15K	Hold	400	–	–	﹤0.01%	856
2018 Q2	$16K	Hold	400	–	–	﹤0.01%	828
2018 Q1	$16K	Hold	400	–	–	﹤0.01%	797
2017 Q4	$17K	Hold	400	–	–	﹤0.01%	713
2017 Q3	$16K	Buy	+400	New	+$15.3K	﹤0.01%	605

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

BGC

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Valeo Financial Advisors's SLF Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Sun Life Financial (SLF) in Q3 2020, closing a stake of 51 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in SLF in Q3 2017 and held it in 7 quarters. The position peaked at $224K in Q3 2019. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

Valeo Financial Advisors reported no remaining Sun Life Financial position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 51 Sun Life Financial shares in Q3 2020, an estimated $2K.
Valeo Financial Advisors first reported a position in Sun Life Financial in Q3 2017 and held it in 7 quarters.
Valeo Financial Advisors's Sun Life Financial position peaked at $224K in Q3 2019.
309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.