BDO Wealth Advisors’s Invesco IVZ Stock Holding History

BDO 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
2018 Q4	–	Sell	-270	Closed	-$6K	–	588
2018 Q3	$6K	Sell	270 -375	-58%	-$9.37K	﹤0.01%	491
2018 Q2	$17K	Buy	+645	New	+$18.6K	0.01%	399

Other funds holding IVZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

BDO Wealth Advisors's IVZ Position: Q4 2018 in Review

BDO Wealth Advisors sold out of Invesco (IVZ) in Q4 2018, closing a stake of 270 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in IVZ in Q2 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2018. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

BDO Wealth Advisors reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
BDO Wealth Advisors sold 270 Invesco shares in Q4 2018, an estimated $6K.
BDO Wealth Advisors first reported a position in Invesco in Q2 2018 and held it in 2 quarters.
BDO Wealth Advisors's Invesco position peaked at $17K in Q2 2018.
535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.