Wealthspire Advisors (Maryland)’s Sun Life Financial SLF Stock Holding History

Wealthspire Advisors (Maryland)’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	$209K	Buy	+5,127	New	+$207K	0.01%	444
2020 Q1	–	Sell	-4,550	Closed	-$207K	–	500
2019 Q4	$207K	Buy	+4,550	New	+$205K	0.01%	466
2019 Q2	–	Sell	-4,209	Closed	-$162K	–	1755
2019 Q1	$162K	Hold	4,209	–	–	0.01%	486
2018 Q4	$140K	Sell	4,209 -11	-0.3%	-$398	0.01%	503
2018 Q3	$168K	Hold	4,220	–	–	0.01%	502
2018 Q2	$169K	Sell	4,220 -200	-5%	-$8.28K	0.02%	514
2018 Q1	$182K	Hold	4,420	–	–	0.02%	506
2017 Q4	$182K	Buy	4,420 +17	+0.4%	+$678	0.02%	525
2017 Q3	$175K	Sell	4,403 -72	-2%	-$2.75K	0.02%	517
2017 Q2	$160K	Buy	4,475 +888	+25%	+$30.6K	0.02%	531
2017 Q1	$131K	Buy	3,587 +17	+0.5%	+$646	0.02%	504
2016 Q4	$137K	Sell	3,570 -170	-5%	-$6.16K	0.02%	484
2016 Q3	$122K	Hold	3,740	–	–	0.02%	512
2016 Q2	$123K	Sell	3,740 -250	-6%	-$8.38K	0.02%	492
2016 Q1	$129K	Hold	3,990	–	–	0.02%	468
2015 Q4	$124K	Buy	+3,990	New	+$132K	0.02%	478

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

Wealthspire Advisors (Maryland)'s SLF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Sun Life Financial (SLF) in Q3 2020: 5,127 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in SLF as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in SLF in Q4 2015 and has held it in 16 quarters since. 309 funds tracked by Wall St. Rank hold SLF as of Q3 2020.

Wealthspire Advisors (Maryland) held 5,127 shares of Sun Life Financial worth $209K as of Q3 2020.
Sun Life Financial was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Sun Life Financial made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #444 holding.
Wealthspire Advisors (Maryland) first reported a position in Sun Life Financial in Q4 2015 and has held it in 16 quarters since.
309 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.