Hunter Associates 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,140
| Closed | -$244K | – | 162 |
|
|
2018
Q3 | $244K | Sell |
6,140
-360
| -6% | -$14.3K | 0.08% | 148 |
|
|
2018
Q2 | $261K | Hold |
6,500
| – | – | 0.09% | 139 |
|
|
2018
Q1 | $267K | Sell |
6,500
-1,000
| -13% | -$41.1K | 0.1% | 131 |
|
|
2017
Q4 | $309K | Hold |
7,500
| – | – | 0.11% | 127 |
|
|
2017
Q3 | $299K | Sell |
7,500
-500
| -6% | -$19.9K | 0.12% | 130 |
|
|
2017
Q2 | $286K | Hold |
8,000
| – | – | 0.12% | 131 |
|
|
2017
Q1 | $292K | Hold |
8,000
| – | – | 0.12% | 131 |
|
|
2016
Q4 | $307K | Sell |
8,000
-800
| -9% | -$30.7K | 0.13% | 126 |
|
|
2016
Q3 | $286K | Sell |
8,800
-100
| -1% | -$3.25K | 0.12% | 130 |
|
|
2016
Q2 | $292K | Sell |
8,900
-500
| -5% | -$16.4K | 0.13% | 124 |
|
|
2016
Q1 | $303K | Buy |
+9,400
| New | +$303K | 0.14% | 117 |
|