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 $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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ally Financial's IVZ Position: Q3 2017 in Review

Ally Financial sold out of Invesco (IVZ) in Q3 2017, closing a stake of 100,000 shares — an estimated $3.52M sold.

Ally Financial first reported a position in IVZ in Q2 2013 and held it in 14 quarters. The position peaked at $8.55M in Q4 2013. 545 funds tracked by Wall St. Rank hold IVZ as of Q3 2017.

Ally Financial reported no remaining Invesco position as of Q3 2017 after selling out during the quarter.
Ally Financial sold 100,000 Invesco shares in Q3 2017, an estimated $3.52M.
Ally Financial first reported a position in Invesco in Q2 2013 and held it in 14 quarters.
Ally Financial's Invesco position peaked at $8.55M in Q4 2013.
545 funds tracked by Wall St. Rank held Invesco as of Q3 2017.

Based on Ally Financial's 13F filing for Q3 2017, filed 13 Nov 2017.