Fort Washington Investment Advisors’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
Q3 | – | Sell |
-7,919
| Closed | -$291K | – | 517 |
|
|
2020
Q2 | $291K | Hold |
7,919
| – | – | ﹤0.01% | 437 |
|
|
2020
Q1 | $254K | Buy |
7,919
+495
| +7% | +$15.9K | ﹤0.01% | 384 |
|
|
2019
Q4 | $338K | Hold |
7,424
| – | – | ﹤0.01% | 421 |
|
|
2019
Q3 | $333K | Hold |
7,424
| – | – | ﹤0.01% | 425 |
|
|
2019
Q2 | $307K | Sell |
7,424
-456
| -6% | -$18.9K | ﹤0.01% | 439 |
|
|
2019
Q1 | $303K | Hold |
7,880
| – | – | ﹤0.01% | 441 |
|
|
2018
Q4 | $262K | Hold |
7,880
| – | – | ﹤0.01% | 467 |
|
|
2018
Q3 | $313K | Hold |
7,880
| – | – | ﹤0.01% | 478 |
|
|
2018
Q2 | $316K | Hold |
7,880
| – | – | ﹤0.01% | 479 |
|
|
2018
Q1 | $324K | Sell |
7,880
-249
| -3% | -$10.2K | ﹤0.01% | 493 |
|
|
2017
Q4 | $335K | Hold |
8,129
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $324K | Hold |
8,129
| – | – | 0.01% | 444 |
|
|
2017
Q2 | $291K | Hold |
8,129
| – | – | ﹤0.01% | 437 |
|
|
2017
Q1 | $297K | Sell |
8,129
-1,153
| -12% | -$42.1K | ﹤0.01% | 437 |
|
|
2016
Q4 | $357K | Sell |
9,282
-1,887
| -17% | -$72.6K | 0.01% | 422 |
|
|
2016
Q3 | $364K | Hold |
11,169
| – | – | 0.01% | 375 |
|
|
2016
Q2 | $367K | Buy |
11,169
+203
| +2% | +$6.67K | 0.01% | 391 |
|
|
2016
Q1 | $354K | Hold |
10,966
| – | – | 0.01% | 397 |
|
|
2015
Q4 | $342K | Buy |
10,966
+950
| +9% | +$29.6K | 0.01% | 362 |
|
|
2015
Q3 | $323K | Hold |
10,016
| – | – | 0.01% | 401 |
|
|
2015
Q2 | $334K | Buy |
10,016
+249
| +3% | +$8.3K | 0.01% | 368 |
|
|
2015
Q1 | $301K | Sell |
9,767
-653
| -6% | -$20.1K | 0.01% | 382 |
|
|
2014
Q4 | $376K | Hold |
10,420
| – | – | 0.01% | 363 |
|
|
2014
Q3 | $378K | Hold |
10,420
| – | – | 0.01% | 367 |
|
|
2014
Q2 | $382K | Buy |
10,420
+249
| +2% | +$9.13K | 0.01% | 373 |
|
|
2014
Q1 | $352K | Hold |
10,171
| – | – | 0.01% | 375 |
|
|
2013
Q4 | $359K | Hold |
10,171
| – | – | 0.01% | 426 |
|
|
2013
Q3 | $325K | Sell |
10,171
-1,041
| -9% | -$33.3K | 0.01% | 392 |
|
|
2013
Q2 | $332K | Buy |
+11,212
| New | +$332K | 0.01% | 378 |
|