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B. Riley Wealth Advisors’s Invesco IVZ Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-1,452
Closed -$57K – 1273
2014
Q4 		$57K Buy
+1,452
New +$57.2K ﹤0.01% 2019
2014
Q3 		– Sell
-2,440
Closed -$92.1K – 1270
2014
Q2 		$92.1K Buy
+2,440
New +$88.3K 0.02% 763

Other funds holding IVZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

B. Riley Wealth Advisors's IVZ Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Invesco (IVZ) in Q1 2015, closing a stake of 1,452 shares — an estimated $57K sold.

B. Riley Wealth Advisors first reported a position in IVZ in Q2 2014 and held it in 2 quarters. The position peaked at $92.1K in Q2 2014. 545 funds tracked by Wall St. Rank hold IVZ as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Invesco position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,452 Invesco shares in Q1 2015, an estimated $57K.
  • B. Riley Wealth Advisors first reported a position in Invesco in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco position peaked at $92.1K in Q2 2014.
  • 545 funds tracked by Wall St. Rank held Invesco as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.