Rothschild & Co Asset Management US’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 |
-36,886
| Closed | -$1.71M | – | 526 |
|
|
2017
Q2 | $1.71M | Buy |
36,886
+2,598
| +8% | +$120K | 0.02% | 335 |
|
|
2017
Q1 | $1.67M | Buy |
34,288
+4,758
| +16% | +$231K | 0.02% | 335 |
|
|
2016
Q4 | $1.52M | Buy |
+29,530
| New | +$1.52M | 0.02% | 359 |
|
|
2016
Q3 | – | Sell |
-30,604
| Closed | -$1.3M | – | 572 |
|
|
2016
Q2 | $1.3M | Buy |
+30,604
| New | +$1.3M | 0.02% | 346 |
|