Emerson Investment 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
$2.24M Buy
69,398
+448
+0.6% +$14.5K 0.42% 67
2015
Q4
$2.15M Sell
68,950
-2,470
-3% -$77.1K 0.42% 66
2015
Q3
$2.3M Sell
71,420
-8,725
-11% -$281K 0.46% 64
2015
Q2
$2.68M Sell
80,145
-3,390
-4% -$113K 0.5% 64
2015
Q1
$2.58M Sell
83,535
-9,525
-10% -$294K 0.47% 69
2014
Q4
$3.36M Buy
93,060
+1,675
+2% +$60.4K 0.65% 57
2014
Q3
$3.32M Buy
91,385
+4,660
+5% +$169K 0.65% 55
2014
Q2
$3.18M Buy
86,725
+1,225
+1% +$45K 0.63% 56
2014
Q1
$2.96M Buy
85,500
+1,175
+1% +$40.7K 0.61% 60
2013
Q4
$2.98M Buy
84,325
+2,200
+3% +$77.7K 0.63% 55
2013
Q3
$2.63M Buy
+82,125
New +$2.63M 0.59% 59