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Gideon Capital Advisors’s Sun Life Financial SLF Stock Holding History

Gideon Capital Advisors’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
2018
Q3 		– Sell
-5,438
Closed -$218K – 481
2018
Q2 		$218K Buy
+5,438
New +$225K 0.11% 329

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Gideon Capital Advisors's SLF Position: Q3 2018 in Review

Gideon Capital Advisors sold out of Sun Life Financial (SLF) in Q3 2018, closing a stake of 5,438 shares — an estimated $218K sold.

Gideon Capital Advisors first reported a position in SLF in Q2 2018 and held it in 1 quarter. The position peaked at $218K in Q2 2018. 316 funds tracked by Wall St. Rank hold SLF as of Q3 2018.

  • Gideon Capital Advisors reported no remaining Sun Life Financial position as of Q3 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 5,438 Sun Life Financial shares in Q3 2018, an estimated $218K.
  • Gideon Capital Advisors first reported a position in Sun Life Financial in Q2 2018 and held it in 1 quarter.
  • Gideon Capital Advisors's Sun Life Financial position peaked at $218K in Q2 2018.
  • 316 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.