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Wealthcare Capital Management’s Sun Life Financial SLF Stock Holding History

Wealthcare Capital Management’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
-79
Closed -$4K – 574
2019
Q4 		$4K Buy
+79
New +$3.55K ﹤0.01% 333

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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

Wealthcare Capital Management's SLF Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 79 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in SLF in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 79 Sun Life Financial shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Sun Life Financial in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's Sun Life Financial position peaked at $4K in Q4 2019.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.