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Sun Life Financial’s Invesco IVZ Stock Holding History

Sun Life Financial’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,137
Closed -$95K – 618
2018
Q3 		$95K Hold
4,137
– – 0.02% 343
2018
Q2 		$110K Buy
4,137
+4,005
+3,034% +$115K 0.02% 313
2018
Q1 		$4.14K Sell
132
-4,005
-97% -$138K 0.04% 151
2017
Q4 		$151K Hold
4,137
– – 0.02% 164
2017
Q3 		$145K Buy
+4,137
New +$141K 0.01% 283

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sun Life Financial's IVZ Position: Q4 2018 in Review

Sun Life Financial sold out of Invesco (IVZ) in Q4 2018, closing a stake of 4,137 shares — an estimated $95K sold.

Sun Life Financial first reported a position in IVZ in Q3 2017 and held it in 5 quarters. The position peaked at $151K in Q4 2017. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • Sun Life Financial reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
  • Sun Life Financial sold 4,137 Invesco shares in Q4 2018, an estimated $95K.
  • Sun Life Financial first reported a position in Invesco in Q3 2017 and held it in 5 quarters.
  • Sun Life Financial's Invesco position peaked at $151K in Q4 2017.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Sun Life Financial's 13F filing for Q4 2018, filed 6 Feb 2019.