440 Investment Group’s Invesco IVZ Stock Holding History

440 Investment Group’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
2017 Q4	$783K	Sell	21,428 -47	-0.2%	-$1.7K	0.56%	54
2017 Q3	$752K	Sell	21,475 -75	-0.3%	-$2.56K	0.57%	50
2017 Q2	$758K	Buy	21,550 +430	+2%	+$14K	0.6%	39
2017 Q1	$647K	Buy	+21,120	New	+$660K	0.58%	43

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

440 Investment Group's IVZ Position: Q4 2017 in Review

440 Investment Group reduced its Invesco (IVZ) stake by 0.22% in Q4 2017, selling an estimated $1.7K and leaving 21,428 shares worth $783K. The position accounts for 0.56% of the portfolio, ranked #54.

440 Investment Group first reported a position in IVZ in Q1 2017 and has held it in 4 quarters since. 615 funds tracked by Wall St. Rank hold IVZ as of Q4 2017.

440 Investment Group held 21,428 shares of Invesco worth $783K as of Q4 2017.
440 Investment Group sold 47 Invesco shares in Q4 2017, an estimated $1.7K.
Invesco made up 0.56% of 440 Investment Group's portfolio in Q4 2017, its #54 holding.
440 Investment Group first reported a position in Invesco in Q1 2017 and has held it in 4 quarters since.
615 funds tracked by Wall St. Rank held Invesco as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.