Stoneridge Investment Partners’s Sun Life Financial SLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-56,537
| Closed | -$1.76M | – | 315 |
|
|
2015
Q4 | $1.76M | Sell |
56,537
-85,361
| -60% | -$2.66M | 0.24% | 119 |
|
|
2015
Q3 | $4.58M | Buy |
141,898
+1,100
| +0.8% | +$35.5K | 0.64% | 41 |
|
|
2015
Q2 | $4.7M | Sell |
140,798
-150
| -0.1% | -$5.01K | 0.58% | 39 |
|
|
2015
Q1 | $4.34M | Buy |
140,948
+20,091
| +17% | +$619K | 0.51% | 66 |
|
|
2014
Q4 | $4.36M | Sell |
120,857
-750
| -0.6% | -$27K | 0.57% | 60 |
|
|
2014
Q3 | $4.41M | Buy |
121,607
+820
| +0.7% | +$29.7K | 0.65% | 50 |
|
|
2014
Q2 | $4.43M | Sell |
120,787
-2,775
| -2% | -$102K | 0.66% | 49 |
|
|
2014
Q1 | $4.28M | Sell |
123,562
-3,000
| -2% | -$104K | 0.83% | 49 |
|
|
2013
Q4 | $4.47M | Buy |
+126,562
| New | +$4.47M | 0.86% | 47 |
|