Smith Group Asset Management’s Sun Life Financial SLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-5,392
| Closed | -$177K | – | 488 |
|
|
2016
Q2 | $177K | Sell |
5,392
-400
| -7% | -$13.1K | 0.01% | 274 |
|
|
2016
Q1 | $187K | Sell |
5,792
-200
| -3% | -$6.46K | 0.01% | 236 |
|
|
2015
Q4 | $187K | Hold |
5,992
| – | – | 0.01% | 243 |
|
|
2015
Q3 | $193K | Hold |
5,992
| – | – | 0.01% | 226 |
|
|
2015
Q2 | $200K | Sell |
5,992
-1,660
| -22% | -$55.4K | 0.01% | 220 |
|
|
2015
Q1 | $236K | Hold |
7,652
| – | – | 0.01% | 266 |
|
|
2014
Q4 | $276K | Buy |
+7,652
| New | +$276K | 0.01% | 243 |
|