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CSat Investment Advisory’s Sun Life Financial SLF Stock Holding History

CSat Investment Advisory’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
2019
Q3 		– Sell
-7,306
Closed -$302K – 1071
2019
Q2 		$302K Buy
+7,306
New +$294K 0.11% 155

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T. Rowe Price Associates
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CSat Investment Advisory's SLF Position: Q3 2019 in Review

CSat Investment Advisory sold out of Sun Life Financial (SLF) in Q3 2019, closing a stake of 7,306 shares — an estimated $302K sold.

CSat Investment Advisory first reported a position in SLF in Q2 2019 and held it in 1 quarter. The position peaked at $302K in Q2 2019. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

  • CSat Investment Advisory reported no remaining Sun Life Financial position as of Q3 2019 after selling out during the quarter.
  • CSat Investment Advisory sold 7,306 Sun Life Financial shares in Q3 2019, an estimated $302K.
  • CSat Investment Advisory first reported a position in Sun Life Financial in Q2 2019 and held it in 1 quarter.
  • CSat Investment Advisory's Sun Life Financial position peaked at $302K in Q2 2019.
  • 306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on CSat Investment Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.