AmericaFirst Defensive Growth & Income Portfolio Series 2’s Invesco IVZ Stock Holding History

AmericaFirst Defensive Growth & Income Portfolio Series 2’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 Q2	$193K	Buy	+5,476	New	+$179K	0.24%	97

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 $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HCM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AmericaFirst Defensive Growth & Income Portfolio Series 2's IVZ Position: Q2 2017 in Review

AmericaFirst Defensive Growth & Income Portfolio Series 2 opened a new position in Invesco (IVZ) in Q2 2017: 5,476 shares worth $193K. The stake represents 0.24% of the portfolio and ranks #97 among its holdings.

565 funds tracked by Wall St. Rank hold IVZ as of Q2 2017.

AmericaFirst Defensive Growth & Income Portfolio Series 2 held 5,476 shares of Invesco worth $193K as of Q2 2017.
Invesco was a new AmericaFirst Defensive Growth & Income Portfolio Series 2 position in Q2 2017.
Invesco made up 0.24% of AmericaFirst Defensive Growth & Income Portfolio Series 2's portfolio in Q2 2017, its #97 holding.
565 funds tracked by Wall St. Rank held Invesco as of Q2 2017.

Based on AmericaFirst Defensive Growth & Income Portfolio Series 2's 13F filing for Q2 2017, filed 15 Aug 2017.