WealthStone’s Sun Life Financial SLF Stock Holding History

WealthStone’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 Q3	–	Sell	-13	Closed	-$537	–	513
2019 Q2	$537	Buy	+13	New	+$522	﹤0.01%	854

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

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

WealthStone's SLF Position: Q3 2019 in Review

WealthStone sold out of Sun Life Financial (SLF) in Q3 2019, closing a stake of 13 shares — an estimated $537 sold.

WealthStone first reported a position in SLF in Q2 2019 and held it in 1 quarter. The position peaked at $537 in Q2 2019. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

WealthStone reported no remaining Sun Life Financial position as of Q3 2019 after selling out during the quarter.
WealthStone sold 13 Sun Life Financial shares in Q3 2019, an estimated $537.
WealthStone first reported a position in Sun Life Financial in Q2 2019 and held it in 1 quarter.
WealthStone's Sun Life Financial position peaked at $537 in Q2 2019.
306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.