Aviance 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-163,312
| Closed | -$5.89M | – | 306 |
|
2014
Q4 | $5.89M | Buy |
163,312
+28,403
| +21% | +$1.02M | 0.21% | 85 |
|
2014
Q3 | $4.89M | Buy |
134,909
+20,574
| +18% | +$746K | 0.2% | 85 |
|
2014
Q2 | $4.2M | Buy |
114,335
+22,448
| +24% | +$824K | 0.18% | 74 |
|
2014
Q1 | $3.18M | Buy |
91,887
+84,450
| +1,136% | +$2.92M | 0.16% | 78 |
|
2013
Q4 | $263K | Sell |
7,437
-138
| -2% | -$4.88K | 0.14% | 116 |
|
2013
Q3 | $242K | Sell |
7,575
-200
| -3% | -$6.39K | 0.14% | 116 |
|
2013
Q2 | $230K | Buy |
+7,775
| New | +$230K | 0.13% | 129 |
|