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World Asset Management’s Sun Life Financial SLF Stock Holding History

World 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
2020
Q1 		– Sell
-5,546
Closed -$253K – 1035
2019
Q4 		$253K Sell
5,546
-1,642
-23% -$73.9K 0.01% 877
2019
Q3 		$322K Sell
7,188
-1,449
-17% -$60.5K 0.02% 804
2019
Q2 		$357K Sell
8,637
-557
-6% -$22.4K 0.02% 779
2019
Q1 		$353K Hold
9,194
– – 0.02% 777
2018
Q4 		$305K Sell
9,194
-6,262
-41% -$226K 0.02% 749
2018
Q3 		$615K Sell
15,456
-2,804
-15% -$112K 0.03% 619
2018
Q2 		$733K Sell
18,260
-6,048
-25% -$250K 0.04% 562
2018
Q1 		$1M Sell
24,308
-10,382
-30% -$438K 0.05% 464
2017
Q4 		$1.43M Sell
34,690
-1,357
-4% -$54.1K 0.05% 449
2017
Q3 		$1.44M Sell
36,047
-94
-0.3% -$3.59K 0.05% 450
2017
Q2 		$1.29M Sell
36,141
-2,051
-5% -$70.7K 0.04% 491
2017
Q1 		$1.4M Buy
38,192
+533
+1% +$20.3K 0.05% 492
2016
Q4 		$1.45M Sell
37,659
-3,314
-8% -$120K 0.05% 429
2016
Q3 		$1.33M Buy
40,973
+3,069
+8% +$98.7K 0.05% 480
2016
Q2 		$1.24M Buy
37,904
+2,914
+8% +$97.7K 0.05% 473
2016
Q1 		$1.13M Buy
34,990
+2,518
+8% +$73.9K 0.05% 497
2015
Q4 		$1.01M Buy
32,472
+746
+2% +$24.6K 0.04% 547
2015
Q3 		$1.02M Buy
31,726
+2,549
+9% +$82.6K 0.04% 515
2015
Q2 		$975K Sell
29,177
-1,914
-6% -$63.1K 0.04% 553
2015
Q1 		$958K Sell
31,091
-167
-0.5% -$5.33K 0.03% 596
2014
Q4 		$1.13M Sell
31,258
-223
-0.7% -$7.98K 0.04% 542
2014
Q3 		$1.14M Sell
31,481
-1,717
-5% -$64.5K 0.03% 572
2014
Q2 		$1.22M Sell
33,198
-994
-3% -$34.2K 0.04% 556
2014
Q1 		$1.18M Sell
34,192
-8,092
-19% -$279K 0.04% 553
2013
Q4 		$1.49M Sell
42,284
-12,175
-22% -$414K 0.04% 528
2013
Q3 		$1.74M Sell
54,459
-9,848
-15% -$313K 0.04% 514
2013
Q2 		$1.91M Buy
+64,307
New +$1.83M 0.04% 505

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

World Asset Management's SLF Position: Q1 2020 in Review

World Asset Management sold out of Sun Life Financial (SLF) in Q1 2020, closing a stake of 5,546 shares — an estimated $253K sold.

World Asset Management first reported a position in SLF in Q2 2013 and held it in 27 quarters. The position peaked at $1.91M in Q2 2013. 305 funds tracked by Wall St. Rank hold SLF as of Q1 2020.

  • World Asset Management reported no remaining Sun Life Financial position as of Q1 2020 after selling out during the quarter.
  • World Asset Management sold 5,546 Sun Life Financial shares in Q1 2020, an estimated $253K.
  • World Asset Management first reported a position in Sun Life Financial in Q2 2013 and held it in 27 quarters.
  • World Asset Management's Sun Life Financial position peaked at $1.91M in Q2 2013.
  • 305 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2020.

Based on World Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.