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Wedbush Securities’s Sun Life Financial SLF Stock Holding History

Wedbush Securities’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
2018
Q4 		– Sell
-6,000
Closed -$239K – 917
2018
Q3 		$239K Buy
+6,000
New +$240K 0.03% 688
2018
Q1 		– Sell
-4,850
Closed -$200K – 886
2017
Q4 		$200K Buy
+4,850
New +$193K 0.02% 716

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Wedbush Securities's SLF Position: Q4 2018 in Review

Wedbush Securities sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 6,000 shares — an estimated $239K sold.

Wedbush Securities first reported a position in SLF in Q4 2017 and held it in 2 quarters. The position peaked at $239K in Q3 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

  • Wedbush Securities reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
  • Wedbush Securities sold 6,000 Sun Life Financial shares in Q4 2018, an estimated $239K.
  • Wedbush Securities first reported a position in Sun Life Financial in Q4 2017 and held it in 2 quarters.
  • Wedbush Securities's Sun Life Financial position peaked at $239K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Wedbush Securities's 13F filing for Q4 2018, filed 31 Jan 2019.