AIM
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Acrospire Investment Management’s Invesco IVZ Stock Holding History

Acrospire Investment Management’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
Q3 		– Sell
-1,067
Closed -$38K – 720
2017
Q2 		$38K Buy
+1,067
New +$34.8K 0.04% 1113
2016
Q3 		– Sell
-500
Closed -$13K – 2056
2016
Q2 		$13K Buy
500
+100
+25% +$2.97K 0.01% 1683
2016
Q1 		$12K Buy
+400
New +$11.5K 0.01% 1694

Other funds holding IVZ

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acrospire Investment Management's IVZ Position: Q3 2017 in Review

Acrospire Investment Management sold out of Invesco (IVZ) in Q3 2017, closing a stake of 1,067 shares — an estimated $38K sold.

Acrospire Investment Management first reported a position in IVZ in Q1 2016 and held it in 3 quarters. The position peaked at $38K in Q2 2017. 545 funds tracked by Wall St. Rank hold IVZ as of Q3 2017.

  • Acrospire Investment Management reported no remaining Invesco position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,067 Invesco shares in Q3 2017, an estimated $38K.
  • Acrospire Investment Management first reported a position in Invesco in Q1 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Invesco position peaked at $38K in Q2 2017.
  • 545 funds tracked by Wall St. Rank held Invesco as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.