Canada Life
FBIZ icon

Canada Life’s First Business Financial Services FBIZ Stock Holding History

Canada Life’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-86
Closed -$1K – 2609
2020
Q2 		$1K Sell
86
-6
-7% -$94 ﹤0.01% 2695
2020
Q1 		$1K Sell
92
-1
-1% -$23 ﹤0.01% 2694
2019
Q4 		$2K Buy
+93
New +$2.31K ﹤0.01% 2682
2019
Q3 		– Sell
-56
Closed -$1K – 1497
2019
Q2 		$1K Buy
56
+6
+12% +$136 ﹤0.01% 2730
2019
Q1 		$1K Hold
50
– – ﹤0.01% 2499
2018
Q4 		$1K Sell
50
-6
-11% -$124 ﹤0.01% 2697
2018
Q3 		$1K Hold
56
– – ﹤0.01% 2659
2018
Q2 		$1K Hold
56
– – ﹤0.01% 2673
2018
Q1 		$1K Buy
+56
New +$1.35K ﹤0.01% 2661

Other funds holding FBIZ

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Canada Life's FBIZ Position: Q3 2020 in Review

Canada Life sold out of First Business Financial Services (FBIZ) in Q3 2020, closing a stake of 86 shares — an estimated $1K sold.

Canada Life first reported a position in FBIZ in Q1 2018 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 73 funds tracked by Wall St. Rank hold FBIZ as of Q3 2020.

  • Canada Life reported no remaining First Business Financial Services position as of Q3 2020 after selling out during the quarter.
  • Canada Life sold 86 First Business Financial Services shares in Q3 2020, an estimated $1K.
  • Canada Life first reported a position in First Business Financial Services in Q1 2018 and held it in 9 quarters.
  • Canada Life's First Business Financial Services position peaked at $2K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held First Business Financial Services as of Q3 2020.

Based on Canada Life's 13F filing for Q3 2020, filed 13 Nov 2020.