Apex Capital Management’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $686K | Buy |
21,255
+7,335
| +53% | +$237K | 0.02% | 218 |
|
|
2015
Q4 | $434K | Hold |
13,920
| – | – | 0.01% | 223 |
|
|
2015
Q3 | $449K | Hold |
13,920
| – | – | 0.01% | 223 |
|
|
2015
Q2 | $465K | Sell |
13,920
-112
| -0.8% | -$3.74K | 0.01% | 228 |
|
|
2015
Q1 | $432K | Buy |
14,032
+832
| +6% | +$25.6K | 0.01% | 226 |
|
|
2014
Q4 | $476K | Hold |
13,200
| – | – | 0.01% | 222 |
|
|
2014
Q3 | $479K | Hold |
13,200
| – | – | 0.01% | 212 |
|
|
2014
Q2 | $485K | Buy |
13,200
+1,400
| +12% | +$51.4K | 0.01% | 221 |
|
|
2014
Q1 | $409K | Hold |
11,800
| – | – | 0.01% | 230 |
|
|
2013
Q4 | $417K | Buy |
+11,800
| New | +$417K | 0.02% | 216 |
|