MFS INVESTMENT MANAGEMENT CANADA LTD BAC BANK OF AMERICA COMMON FINANCIAL

Ownership history in MFS INVESTMENT MANAGEMENT CANADA LTD  ·  30 quarters on record

AI Ownership Summary

MFS INVESTMENT MANAGEMENT CANADA LTD reported BANK OF AMERICA COMMON FINANCIAL (BAC) in 30 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MFS INVESTMENT MANAGEMENT CANADA LTD's position in BANK OF AMERICA COMMON FINANCIAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
30 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MFS INVESTMENT MANAGEMENT CANADA LTD held BAC — position size vs. price
% of Fund (quarterly)    BAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MFS INVESTMENT MANAGEMENT CANADA LTD and BAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has MFS INVESTMENT MANAGEMENT CANADA LTD reported owning BAC?

MFS INVESTMENT MANAGEMENT CANADA LTD reported BAC across 0 quarterly 13F filings.

What was the largest reported BAC position in MFS INVESTMENT MANAGEMENT CANADA LTD's portfolio?

This page shows the quarter-by-quarter portfolio weight history for BAC in MFS INVESTMENT MANAGEMENT CANADA LTD.

What is the latest reported BAC position on this page?

The most recent filing on this page is 2011 Q4, when MFS INVESTMENT MANAGEMENT CANADA LTD reported 14,981,154 shares, equal to 0.64% of portfolio, with an estimated market value of $84.7M.

What does the chart on this BAC ownership page compare?

The chart compares MFS INVESTMENT MANAGEMENT CANADA LTD's quarterly BAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MFS INVESTMENT MANAGEMENT CANADA LTD time their BAC position?

Based on 13F filing dates vs. subsequent BAC price moves, MFS INVESTMENT MANAGEMENT CANADA LTD correctly timed 12 out of 27 reported position changes (44%). The annualised alpha on BAC relative to SPY over the holding period was -32.3%.

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