United Capital Financial Advisors’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
Q3 | – | Sell |
-7,320
| Closed | -$242K | – | 1306 |
|
|
2016
Q2 | $242K | Sell |
7,320
-6,953
| -49% | -$230K | ﹤0.01% | 1109 |
|
|
2016
Q1 | $461K | Sell |
14,273
-21,153
| -60% | -$683K | 0.01% | 899 |
|
|
2015
Q4 | $1.11M | Buy |
35,426
+24,781
| +233% | +$773K | 0.01% | 667 |
|
|
2015
Q3 | $343K | Sell |
10,645
-4,469
| -30% | -$144K | ﹤0.01% | 1020 |
|
|
2015
Q2 | $505K | Buy |
+15,114
| New | +$505K | 0.01% | 917 |
|