WealthOne’s Sun Life Financial SLF Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-206	Closed	-$7K	–	461
2018 Q4	$7K	Buy	+206	New	+$7.45K	0.01%	423

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

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

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

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

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

WealthOne's SLF Position: Q1 2019 in Review

WealthOne sold out of Sun Life Financial (SLF) in Q1 2019, closing a stake of 206 shares — an estimated $7K sold.

WealthOne first reported a position in SLF in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 306 funds tracked by Wall St. Rank hold SLF as of Q1 2019.

WealthOne reported no remaining Sun Life Financial position as of Q1 2019 after selling out during the quarter.
WealthOne sold 206 Sun Life Financial shares in Q1 2019, an estimated $7K.
WealthOne first reported a position in Sun Life Financial in Q4 2018 and held it in 1 quarter.
WealthOne's Sun Life Financial position peaked at $7K in Q4 2018.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.