Aris Wealth Services’s Invesco IVZ Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-150	Closed	-$6K	–	438
2015 Q2	$6K	Hold	150	–	–	0.01%	408
2015 Q1	$6K	Buy	+150	New	+$5.86K	0.01%	403

Other funds holding IVZ

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aris Wealth Services's IVZ Position: Q3 2015 in Review

Aris Wealth Services sold out of Invesco (IVZ) in Q3 2015, closing a stake of 150 shares — an estimated $6K sold.

Aris Wealth Services first reported a position in IVZ in Q1 2015 and held it in 2 quarters. The position peaked at $6K in Q2 2015. 537 funds tracked by Wall St. Rank hold IVZ as of Q3 2015.

Aris Wealth Services reported no remaining Invesco position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 150 Invesco shares in Q3 2015, an estimated $6K.
Aris Wealth Services first reported a position in Invesco in Q1 2015 and held it in 2 quarters.
Aris Wealth Services's Invesco position peaked at $6K in Q2 2015.
537 funds tracked by Wall St. Rank held Invesco as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.