Wilbanks Smith & Thomas Asset Management’s Sun Life Financial SLF Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-2,850	Closed	-$113K	–	1155
2018 Q3	$113K	Buy	+2,850	New	+$114K	0.01%	517

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 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

Wilbanks Smith & Thomas Asset Management's SLF Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Sun Life Financial (SLF) in Q4 2018, closing a stake of 2,850 shares — an estimated $113K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SLF in Q3 2018 and held it in 1 quarter. The position peaked at $113K in Q3 2018. 302 funds tracked by Wall St. Rank hold SLF as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Sun Life Financial position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 2,850 Sun Life Financial shares in Q4 2018, an estimated $113K.
Wilbanks Smith & Thomas Asset Management first reported a position in Sun Life Financial in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Sun Life Financial position peaked at $113K in Q3 2018.
302 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.