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Meridian Wealth Management’s Sun Life Financial SLF Stock Holding History

Meridian Wealth Management’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
2019
Q3 		– Sell
-3,957
Closed -$1.64K – 435
2019
Q2 		$1.64K Buy
+3,957
New +$159K 0.07% 228

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BGC
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Fidelity International
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Norges Bank
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LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Bank of Nova Scotia
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T. Rowe Price Associates
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Meridian Wealth Management's SLF Position: Q3 2019 in Review

Meridian Wealth Management sold out of Sun Life Financial (SLF) in Q3 2019, closing a stake of 3,957 shares — an estimated $1.64K sold.

Meridian Wealth Management first reported a position in SLF in Q2 2019 and held it in 1 quarter. The position peaked at $1.64K in Q2 2019. 306 funds tracked by Wall St. Rank hold SLF as of Q3 2019.

  • Meridian Wealth Management reported no remaining Sun Life Financial position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 3,957 Sun Life Financial shares in Q3 2019, an estimated $1.64K.
  • Meridian Wealth Management first reported a position in Sun Life Financial in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's Sun Life Financial position peaked at $1.64K in Q2 2019.
  • 306 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.