Bruderman Asset Management’s Invesco IVZ Stock Holding History

Bruderman Asset Management’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
2019 Q2	–	Sell	-5,000	Closed	-$97K	–	334
2019 Q1	$97K	Hold	5,000	–	–	0.02%	202
2018 Q4	$84K	Buy	+5,000	New	+$100K	0.02%	196
2017 Q3	–	Sell	-391	Closed	-$14K	–	224
2017 Q2	$14K	Buy	+391	New	+$12.7K	﹤0.01%	288

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

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

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

Bruderman Asset Management's IVZ Position: Q2 2019 in Review

Bruderman Asset Management sold out of Invesco (IVZ) in Q2 2019, closing a stake of 5,000 shares — an estimated $97K sold.

Bruderman Asset Management first reported a position in IVZ in Q2 2017 and held it in 3 quarters. The position peaked at $97K in Q1 2019. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

Bruderman Asset Management reported no remaining Invesco position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 5,000 Invesco shares in Q2 2019, an estimated $97K.
Bruderman Asset Management first reported a position in Invesco in Q2 2017 and held it in 3 quarters.
Bruderman Asset Management's Invesco position peaked at $97K in Q1 2019.
530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.