Princeton Alpha 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
Q2 | – | Sell |
-10,718
| Closed | -$392K | – | 327 |
|
|
2017
Q1 | $392K | Sell |
10,718
-23,937
| -69% | -$875K | 0.13% | 271 |
|
|
2016
Q4 | $1.33M | Buy |
34,655
+2,425
| +8% | +$93.1K | 0.27% | 94 |
|
|
2016
Q3 | $1.05M | Buy |
32,230
+14,985
| +87% | +$488K | 0.2% | 164 |
|
|
2016
Q2 | $566K | Buy |
+17,245
| New | +$566K | 0.1% | 313 |
|
|
2016
Q1 | – | Sell |
-14,720
| Closed | -$459K | – | 902 |
|
|
2015
Q4 | $459K | Sell |
14,720
-254
| -2% | -$7.92K | 0.08% | 365 |
|
|
2015
Q3 | $483K | Buy |
14,974
+2,083
| +16% | +$67.2K | 0.1% | 309 |
|
|
2015
Q2 | $431K | Sell |
12,891
-3,212
| -20% | -$107K | 0.09% | 344 |
|
|
2015
Q1 | $496K | Buy |
+16,103
| New | +$496K | 0.11% | 270 |
|
|
2014
Q3 | – | Sell |
-9,150
| Closed | -$336K | – | 809 |
|
|
2014
Q2 | $336K | Sell |
9,150
-6,436
| -41% | -$236K | 0.07% | 404 |
|
|
2014
Q1 | $540K | Sell |
15,586
-1,182
| -7% | -$41K | 0.17% | 173 |
|
|
2013
Q4 | $592K | Buy |
+16,768
| New | +$592K | 0.43% | 37 |
|