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Sun Life Financial’s First Interstate BancSystem FIBK Stock Holding History

Sun Life Financial’s Portfolio FIBK Stock Details FIBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-9,979
Closed -$395K – 616
2019
Q2 		$395K Hold
9,979
– – 0.1% 126
2019
Q1 		$397K Buy
9,979
+54
+0.5% +$2.16K 0.09% 129
2018
Q4 		$363K Buy
9,925
+50
+0.5% +$2.08K 0.08% 132
2018
Q3 		$442K Buy
9,875
+61
+0.6% +$2.72K 0.08% 143
2018
Q2 		$414K Buy
+9,814
New +$412K 0.06% 144

Other funds holding FIBK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Life Financial's FIBK Position: Q3 2019 in Review

Sun Life Financial sold out of First Interstate BancSystem (FIBK) in Q3 2019, closing a stake of 9,979 shares — an estimated $395K sold.

Sun Life Financial first reported a position in FIBK in Q2 2018 and held it in 5 quarters. The position peaked at $442K in Q3 2018. 164 funds tracked by Wall St. Rank hold FIBK as of Q3 2019.

  • Sun Life Financial reported no remaining First Interstate BancSystem position as of Q3 2019 after selling out during the quarter.
  • Sun Life Financial sold 9,979 First Interstate BancSystem shares in Q3 2019, an estimated $395K.
  • Sun Life Financial first reported a position in First Interstate BancSystem in Q2 2018 and held it in 5 quarters.
  • Sun Life Financial's First Interstate BancSystem position peaked at $442K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2019.

Based on Sun Life Financial's 13F filing for Q3 2019, filed 13 Nov 2019.