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Birch Hill Investment Advisors’s Invesco IVZ Stock Holding History

Birch Hill Investment 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
Q2 		– Sell
-11,000
Closed -$352K – 145
2018
Q1 		$352K Buy
+11,000
New +$379K 0.03% 119

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Birch Hill Investment Advisors's IVZ Position: Q2 2018 in Review

Birch Hill Investment Advisors sold out of Invesco (IVZ) in Q2 2018, closing a stake of 11,000 shares — an estimated $352K sold.

Birch Hill Investment Advisors first reported a position in IVZ in Q1 2018 and held it in 1 quarter. The position peaked at $352K in Q1 2018. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

  • Birch Hill Investment Advisors reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
  • Birch Hill Investment Advisors sold 11,000 Invesco shares in Q2 2018, an estimated $352K.
  • Birch Hill Investment Advisors first reported a position in Invesco in Q1 2018 and held it in 1 quarter.
  • Birch Hill Investment Advisors's Invesco position peaked at $352K in Q1 2018.
  • 563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.