Whitnell & Co’s Sun Life Financial SLF Stock Holding History

Whitnell & Co’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 Q3	–	Sell	-44	Closed	-$2K	–	328
2018 Q2	$2K	Hold	44	–	–	﹤0.01%	327
2018 Q1	$2K	Hold	44	–	–	﹤0.01%	360
2017 Q4	$2K	Buy	+44	New	+$1.75K	﹤0.01%	321
2017 Q1	–	Sell	-112	Closed	-$4K	–	344
2016 Q4	$4K	Hold	112	–	–	﹤0.01%	339
2016 Q3	$4K	Hold	112	–	–	﹤0.01%	326
2016 Q2	$4K	Hold	112	–	–	﹤0.01%	325
2016 Q1	$4K	Buy	112 +41	+58%	+$1.2K	﹤0.01%	324
2015 Q4	$2K	Hold	71	–	–	﹤0.01%	366
2015 Q3	$2K	Buy	+71	New	+$2.3K	﹤0.01%	358

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LBA

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Whitnell & Co's SLF Position: Q3 2018 in Review

Whitnell & Co sold out of Sun Life Financial (SLF) in Q3 2018, closing a stake of 44 shares — an estimated $2K sold.

Whitnell & Co first reported a position in SLF in Q3 2015 and held it in 9 quarters. The position peaked at $4K in Q4 2016. 316 funds tracked by Wall St. Rank hold SLF as of Q3 2018.

Whitnell & Co reported no remaining Sun Life Financial position as of Q3 2018 after selling out during the quarter.
Whitnell & Co sold 44 Sun Life Financial shares in Q3 2018, an estimated $2K.
Whitnell & Co first reported a position in Sun Life Financial in Q3 2015 and held it in 9 quarters.
Whitnell & Co's Sun Life Financial position peaked at $4K in Q4 2016.
316 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.