World Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,546
| Closed | -$253K | – | 1035 |
|
|
2019
Q4 | $253K | Sell |
5,546
-1,642
| -23% | -$74.9K | 0.01% | 877 |
|
|
2019
Q3 | $322K | Sell |
7,188
-1,449
| -17% | -$64.9K | 0.02% | 804 |
|
|
2019
Q2 | $357K | Sell |
8,637
-557
| -6% | -$23K | 0.02% | 779 |
|
|
2019
Q1 | $353K | Hold |
9,194
| – | – | 0.02% | 777 |
|
|
2018
Q4 | $305K | Sell |
9,194
-6,262
| -41% | -$208K | 0.02% | 749 |
|
|
2018
Q3 | $615K | Sell |
15,456
-2,804
| -15% | -$112K | 0.03% | 619 |
|
|
2018
Q2 | $733K | Sell |
18,260
-6,048
| -25% | -$243K | 0.04% | 562 |
|
|
2018
Q1 | $1M | Sell |
24,308
-10,382
| -30% | -$427K | 0.05% | 464 |
|
|
2017
Q4 | $1.43M | Sell |
34,690
-1,357
| -4% | -$56K | 0.05% | 449 |
|
|
2017
Q3 | $1.44M | Sell |
36,047
-94
| -0.3% | -$3.74K | 0.05% | 450 |
|
|
2017
Q2 | $1.29M | Sell |
36,141
-2,051
| -5% | -$73.3K | 0.04% | 491 |
|
|
2017
Q1 | $1.4M | Buy |
38,192
+533
| +1% | +$19.5K | 0.05% | 492 |
|
|
2016
Q4 | $1.45M | Sell |
37,659
-3,314
| -8% | -$127K | 0.05% | 429 |
|
|
2016
Q3 | $1.33M | Buy |
40,973
+3,069
| +8% | +$99.8K | 0.05% | 480 |
|
|
2016
Q2 | $1.24M | Buy |
37,904
+2,914
| +8% | +$95.6K | 0.05% | 473 |
|
|
2016
Q1 | $1.13M | Buy |
34,990
+2,518
| +8% | +$81.2K | 0.05% | 497 |
|
|
2015
Q4 | $1.01M | Buy |
32,472
+746
| +2% | +$23.3K | 0.04% | 547 |
|
|
2015
Q3 | $1.02M | Buy |
31,726
+2,549
| +9% | +$82.2K | 0.04% | 515 |
|
|
2015
Q2 | $975K | Sell |
29,177
-1,914
| -6% | -$64K | 0.04% | 553 |
|
|
2015
Q1 | $958K | Sell |
31,091
-167
| -0.5% | -$5.15K | 0.03% | 596 |
|
|
2014
Q4 | $1.13M | Sell |
31,258
-223
| -0.7% | -$8.04K | 0.04% | 542 |
|
|
2014
Q3 | $1.14M | Sell |
31,481
-1,717
| -5% | -$62.3K | 0.03% | 572 |
|
|
2014
Q2 | $1.22M | Sell |
33,198
-994
| -3% | -$36.5K | 0.04% | 556 |
|
|
2014
Q1 | $1.18M | Sell |
34,192
-8,092
| -19% | -$280K | 0.04% | 553 |
|
|
2013
Q4 | $1.49M | Sell |
42,284
-12,175
| -22% | -$430K | 0.04% | 528 |
|
|
2013
Q3 | $1.74M | Sell |
54,459
-9,848
| -15% | -$315K | 0.04% | 514 |
|
|
2013
Q2 | $1.91M | Buy |
+64,307
| New | +$1.91M | 0.04% | 505 |
|