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Americafirst Capital Management’s Invesco IVZ Stock Holding History

Americafirst Capital 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
-5,476
Closed -$193K – 211
2017
Q2 		$193K Sell
5,476
-663
-11% -$21.6K 0.24% 97
2017
Q1 		$188K Buy
+6,139
New +$192K 0.22% 116

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UBS Group
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State Street
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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

Americafirst Capital Management's IVZ Position: Q3 2017 in Review

Americafirst Capital Management sold out of Invesco (IVZ) in Q3 2017, closing a stake of 5,476 shares — an estimated $193K sold.

Americafirst Capital Management first reported a position in IVZ in Q1 2017 and held it in 2 quarters. The position peaked at $193K in Q2 2017. 545 funds tracked by Wall St. Rank hold IVZ as of Q3 2017.

  • Americafirst Capital Management reported no remaining Invesco position as of Q3 2017 after selling out during the quarter.
  • Americafirst Capital Management sold 5,476 Invesco shares in Q3 2017, an estimated $193K.
  • Americafirst Capital Management first reported a position in Invesco in Q1 2017 and held it in 2 quarters.
  • Americafirst Capital Management's Invesco position peaked at $193K in Q2 2017.
  • 545 funds tracked by Wall St. Rank held Invesco as of Q3 2017.

Based on Americafirst Capital Management's 13F filing for Q3 2017, filed 16 Nov 2017.