Fiduciary Trust International of Pennsylvania’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $239K | Hold |
7,433
| – | – | 0.01% | 330 |
|
|
2019
Q4 | $339K | Hold |
7,433
| – | – | 0.01% | 280 |
|
|
2019
Q3 | $333K | Hold |
7,433
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $307K | Hold |
7,433
| – | – | 0.01% | 333 |
|
|
2019
Q1 | $286K | Hold |
7,433
| – | – | 0.01% | 290 |
|
|
2018
Q4 | $247K | Hold |
7,433
| – | – | 0.01% | 288 |
|
|
2018
Q3 | $295K | Sell |
7,433
-50
| -0.7% | -$1.98K | 0.01% | 308 |
|
|
2018
Q2 | $300K | Buy |
7,483
+483
| +7% | +$19.4K | 0.01% | 302 |
|
|
2018
Q1 | $288K | Hold |
7,000
| – | – | 0.01% | 333 |
|
|
2017
Q4 | $289K | Hold |
7,000
| – | – | 0.01% | 335 |
|
|
2017
Q3 | $279K | Sell |
7,000
-1,833
| -21% | -$73.1K | 0.01% | 297 |
|
|
2017
Q2 | $330K | Buy |
8,833
+1,350
| +18% | +$50.4K | 0.02% | 339 |
|
|
2017
Q1 | $274K | Hold |
7,483
| – | – | 0.02% | 269 |
|
|
2016
Q4 | $287K | Hold |
7,483
| – | – | 0.02% | 262 |
|
|
2016
Q3 | $243K | Sell |
7,483
-500
| -6% | -$16.2K | 0.02% | 273 |
|
|
2016
Q2 | $262K | Buy |
7,983
+333
| +4% | +$10.9K | 0.02% | 262 |
|
|
2016
Q1 | $247K | Hold |
7,650
| – | – | 0.02% | 266 |
|
|
2015
Q4 | $239K | Hold |
7,650
| – | – | 0.02% | 272 |
|
|
2015
Q3 | $247K | Sell |
7,650
-2,000
| -21% | -$64.6K | 0.02% | 268 |
|
|
2015
Q2 | $322K | Hold |
9,650
| – | – | 0.02% | 324 |
|
|
2015
Q1 | $297K | Hold |
9,650
| – | – | 0.02% | 292 |
|
|
2014
Q4 | $348K | Hold |
9,650
| – | – | 0.02% | 279 |
|
|
2014
Q3 | $350K | Sell |
9,650
-1,136
| -11% | -$41.2K | 0.02% | 277 |
|
|
2014
Q2 | $396K | Hold |
10,786
| – | – | 0.03% | 261 |
|
|
2014
Q1 | $374K | Hold |
10,786
| – | – | 0.03% | 254 |
|
|
2013
Q4 | $381K | Buy |
+10,786
| New | +$381K | 0.03% | 250 |
|