AIM
IVZ icon

Acuity Investment Management’s Invesco IVZ Stock Holding History

Acuity 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
2015
Q1 		$409K Hold
10,300
– – 0.58% 61
2014
Q4 		$407K Buy
10,300
+3,800
+58% +$150K 0.33% 74
2014
Q3 		$257K Hold
6,500
– – 0.2% 93
2014
Q2 		$245K Sell
6,500
-15,700
-71% -$568K 0.17% 99
2014
Q1 		$821K Sell
22,200
-51,400
-70% -$1.78M 0.45% 52
2013
Q4 		$2.68M Sell
73,600
-46,000
-38% -$1.56M 1.06% 23
2013
Q3 		$3.81M Buy
119,600
+6,700
+6% +$214K 0.52% 46
2013
Q2 		$3.59M Buy
+112,900
New +$3.61M 0.46% 55

Other funds holding IVZ

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return