Bartlett & Co’s Invacare Corporation IVC Stock Holding History

Bartlett & Co’s Portfolio IVC Stock Details IVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,000	Closed	-$135K	–	765
2017 Q4	$135K	Hold	8,000	–	–	0.01%	294
2017 Q3	$126K	Hold	8,000	–	–	0.01%	303
2017 Q2	$106K	Hold	8,000	–	–	﹤0.01%	313
2017 Q1	$95K	Hold	8,000	–	–	﹤0.01%	321
2016 Q4	$104K	Hold	8,000	–	–	﹤0.01%	316
2016 Q3	$89K	Hold	8,000	–	–	﹤0.01%	328
2016 Q2	$97K	Hold	8,000	–	–	﹤0.01%	317
2016 Q1	$105K	Hold	8,000	–	–	0.01%	304
2015 Q4	$139K	Hold	8,000	–	–	0.01%	286
2015 Q3	$116K	Hold	8,000	–	–	0.01%	298
2015 Q2	$173K	Hold	8,000	–	–	0.01%	270
2015 Q1	$155K	Hold	8,000	–	–	0.01%	282
2014 Q4	$134K	Hold	8,000	–	–	0.01%	297
2014 Q3	$94K	Hold	8,000	–	–	﹤0.01%	316
2014 Q2	$147K	Hold	8,000	–	–	0.01%	280
2014 Q1	$153K	Hold	8,000	–	–	0.01%	274
2013 Q4	$186K	Hold	8,000	–	–	0.01%	257
2013 Q3	$138K	Hold	8,000	–	–	0.01%	272
2013 Q2	$115K	Buy	+8,000	New	+$111K	0.01%	283

Other funds holding IVC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DCM

Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co's IVC Position: Q1 2018 in Review

Bartlett & Co sold out of Invacare Corporation (IVC) in Q1 2018, closing a stake of 8,000 shares — an estimated $135K sold.

Bartlett & Co first reported a position in IVC in Q2 2013 and held it in 19 quarters. The position peaked at $186K in Q4 2013. 151 funds tracked by Wall St. Rank hold IVC as of Q1 2018.

Bartlett & Co reported no remaining Invacare Corporation position as of Q1 2018 after selling out during the quarter.
Bartlett & Co sold 8,000 Invacare Corporation shares in Q1 2018, an estimated $135K.
Bartlett & Co first reported a position in Invacare Corporation in Q2 2013 and held it in 19 quarters.
Bartlett & Co's Invacare Corporation position peaked at $186K in Q4 2013.
151 funds tracked by Wall St. Rank held Invacare Corporation as of Q1 2018.

Based on Bartlett & Co's 13F filing for Q1 2018, filed 25 Apr 2018.