Legg Mason Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-18,600
| Closed | -$665K | – | 129 |
|
|
2017
Q2 | $665K | Sell |
18,600
-17,300
| -48% | -$619K | 0.55% | 92 |
|
|
2017
Q1 | $1.31M | Sell |
35,900
-2,600
| -7% | -$95K | 1.51% | 15 |
|
|
2016
Q4 | $1.48M | Sell |
38,500
-7,000
| -15% | -$269K | 1.69% | 8 |
|
|
2016
Q3 | $1.48M | Buy |
45,500
+19,900
| +78% | +$648K | 1.5% | 17 |
|
|
2016
Q2 | $841K | Sell |
25,600
-700
| -3% | -$23K | 0.9% | 39 |
|
|
2016
Q1 | $849K | Hold |
26,300
| – | – | 0.87% | 47 |
|
|
2015
Q4 | $821K | Buy |
+26,300
| New | +$821K | 0.86% | 54 |
|