Banyan Partners’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$3.03M Buy
76,615
+1,419
+2% +$56K 0.26% 98
2014
Q2
$2.84M Buy
75,196
+4,599
+7% +$174K 0.24% 112
2014
Q1
$2.61M Buy
70,597
+20,807
+42% +$770K 0.23% 117
2013
Q4
$1.81M Buy
+49,790
New +$1.81M 0.13% 169