Ally Financial’s Invesco IVZ Stock Holding History

Ally Financial’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	-100,000	Closed	-$3.52M	–	118
2017 Q2	$3.52M	Hold	100,000	–	–	0.7%	51
2017 Q1	$3.06M	Buy	100,000 +20,000	+25%	+$625K	0.69%	46
2016 Q4	$2.43M	Buy	80,000 +15,000	+23%	+$461K	0.41%	67
2016 Q3	$2.03M	Hold	65,000	–	–	0.36%	70
2016 Q2	$1.66M	Hold	65,000	–	–	0.28%	94
2016 Q1	$2M	Hold	65,000	–	–	0.28%	101
2015 Q4	$2.18M	Hold	65,000	–	–	0.3%	90
2015 Q3	$2.03M	Hold	65,000	–	–	0.21%	105
2015 Q2	$2.44M	Buy	65,000 +25,000	+63%	+$1M	0.25%	96
2015 Q1	$1.59M	Buy	+40,000	New	+$1.56M	0.16%	120
2014 Q2	–	Sell	-155,000	Closed	-$5.74M	–	137
2014 Q1	$5.74M	Sell	155,000 -80,000	-34%	-$2.77M	0.61%	55
2013 Q4	$8.55M	Buy	235,000 +45,000	+24%	+$1.53M	0.91%	36
2013 Q3	$6.06M	Buy	190,000 +110,000	+138%	+$3.51M	0.66%	54
2013 Q2	$2.54M	Buy	+80,000	New	+$2.56M	0.25%	111

Other funds holding IVZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 $1.47T 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

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