Aspen Investment Management’s Invesco IVZ Stock Holding History

Aspen Investment 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
2014 Q3	–	Sell	-8,860	Closed	-$334K	–	125
2014 Q2	$334K	Buy	+8,860	New	+$321K	0.2%	101

Other funds holding IVZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

BIT

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aspen Investment Management's IVZ Position: Q3 2014 in Review

Aspen Investment Management sold out of Invesco (IVZ) in Q3 2014, closing a stake of 8,860 shares — an estimated $334K sold.

Aspen Investment Management first reported a position in IVZ in Q2 2014 and held it in 1 quarter. The position peaked at $334K in Q2 2014. 512 funds tracked by Wall St. Rank hold IVZ as of Q3 2014.

Aspen Investment Management reported no remaining Invesco position as of Q3 2014 after selling out during the quarter.
Aspen Investment Management sold 8,860 Invesco shares in Q3 2014, an estimated $334K.
Aspen Investment Management first reported a position in Invesco in Q2 2014 and held it in 1 quarter.
Aspen Investment Management's Invesco position peaked at $334K in Q2 2014.
512 funds tracked by Wall St. Rank held Invesco as of Q3 2014.

Based on Aspen Investment Management's 13F filing for Q3 2014, filed 20 Oct 2014.