Lombard Odier & Cie (Canada)’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $102K | Hold |
3,133
| – | – | 0.29% | 56 |
|
|
2016
Q2 | $102K | Hold |
3,133
| – | – | 0.36% | 49 |
|
|
2016
Q1 | $102K | Hold |
3,133
| – | – | 0.27% | 51 |
|
|
2015
Q4 | $97K | Hold |
3,133
| – | – | 0.25% | 53 |
|
|
2015
Q3 | $100K | Sell |
3,133
-2,300
| -42% | -$73.4K | 0.27% | 56 |
|
|
2015
Q2 | $181K | Sell |
5,433
-6,915
| -56% | -$230K | 0.39% | 55 |
|
|
2015
Q1 | $381K | Hold |
12,348
| – | – | 0.6% | 45 |
|
|
2014
Q4 | $448K | Hold |
12,348
| – | – | 0.64% | 41 |
|
|
2014
Q3 | $449K | Hold |
12,348
| – | – | 0.29% | 69 |
|
|
2014
Q2 | $455K | Hold |
12,348
| – | – | 0.3% | 69 |
|
|
2014
Q1 | $428K | Hold |
12,348
| – | – | 0.33% | 63 |
|
|
2013
Q4 | $436K | Buy |
+12,348
| New | +$436K | 0.43% | 47 |
|