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Burt Wealth Advisors’s Invesco IVZ Stock Holding History

Burt 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
-110
Closed -$3K – 375
2018
Q3 		$3K Hold
110
– – ﹤0.01% 343
2018
Q2 		$3K Hold
110
– – ﹤0.01% 331
2018
Q1 		$4K Hold
110
– – ﹤0.01% 326
2017
Q4 		$4K Buy
+110
New +$3.98K ﹤0.01% 315
2016
Q1 		– Sell
-195
Closed -$6K – 697
2015
Q4 		$6K Buy
+195
New +$6.39K ﹤0.01% 343

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Invesco (IVZ) in Q4 2018, closing a stake of 110 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in IVZ in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q4 2015. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • Burt Wealth Advisors reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 110 Invesco shares in Q4 2018, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Invesco in Q4 2015 and held it in 5 quarters.
  • Burt Wealth Advisors's Invesco position peaked at $6K in Q4 2015.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.