EWM
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Evercore Wealth Management’s Sun Life Financial SLF Stock Holding History

Evercore Wealth Management’s Portfolio SLF Stock Details SLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-73
Closed -$3K – 1033
2017
Q1 		$3K Hold
73
– – ﹤0.01% 936
2016
Q4 		$3K Buy
+73
New +$3K ﹤0.01% 931
2013
Q4 		– Sell
-134
Closed -$4K – 971
2013
Q3 		$4K Buy
+134
New +$4K ﹤0.01% 905