Stevens Capital 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 |
-10,279
| Closed | -$376K | – | 1052 |
|
|
2017
Q1 | $376K | Sell |
10,279
-1,932
| -16% | -$70.7K | 0.01% | 652 |
|
|
2016
Q4 | $469K | Buy |
+12,211
| New | +$469K | 0.02% | 595 |
|
|
2016
Q2 | – | Sell |
-10,611
| Closed | -$342K | – | 1106 |
|
|
2016
Q1 | $342K | Sell |
10,611
-7,465
| -41% | -$241K | 0.01% | 655 |
|
|
2015
Q4 | $564K | Buy |
+18,076
| New | +$564K | 0.02% | 541 |
|
|
2015
Q1 | – | Sell |
-21,721
| Closed | -$783K | – | 1208 |
|
|
2014
Q4 | $783K | Buy |
+21,721
| New | +$783K | 0.03% | 481 |
|