AP
IVZ icon

AHL Partners’s Invesco IVZ Stock Holding History

AHL Partners’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 		$1.93M Sell
52,843
-115,436
-69% -$4.18M 0.03% 723
2017
Q3 		$5.9M Buy
168,279
+68,229
+68% +$2.33M 0.11% 346
2017
Q2 		$3.52M Sell
100,050
-31,936
-24% -$1.04M 0.07% 474
2017
Q1 		$4.04M Buy
+131,986
New +$4.13M 0.09% 408
2015
Q3 		– Sell
-151,102
Closed -$5.67M – 748
2015
Q2 		$5.67M Buy
151,102
+31,148
+26% +$1.25M 0.23% 131
2015
Q1 		$4.76M Buy
119,954
+46,989
+64% +$1.84M 0.19% 212
2014
Q4 		$2.88M Sell
72,965
-18,026
-20% -$710K 0.15% 254
2014
Q3 		$3.59M Buy
+90,991
New +$3.58M 0.28% 111

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JP Morgan Chase
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American Century Companies
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return