CHP
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Cable Hill Partners’s Invesco IVZ Stock Holding History

Cable Hill Partners’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
Q1 		– Sell
-76
Closed -$3K – 917
2017
Q4 		$3K Sell
76
-58
-43% -$2.1K ﹤0.01% 824
2017
Q3 		$5K Hold
134
– – ﹤0.01% 760
2017
Q2 		$5K Hold
134
– – ﹤0.01% 550
2017
Q1 		$4K Hold
134
– – ﹤0.01% 581
2016
Q4 		$4K Sell
134
-22
-14% -$677 ﹤0.01% 584
2016
Q3 		$5K Buy
156
+22
+16% +$646 ﹤0.01% 562
2016
Q2 		$4K Buy
+134
New +$3.98K ﹤0.01% 549
2016
Q1 		– Sell
-120
Closed -$5K – 683
2015
Q4 		$5K Hold
120
– – ﹤0.01% 468
2015
Q3 		$4K Sell
120
-281
-70% -$10K ﹤0.01% 538
2015
Q2 		$16K Sell
401
-48
-11% -$1.92K 0.01% 345
2015
Q1 		$18K Buy
449
+61
+16% +$2.38K 0.01% 312
2014
Q4 		$15K Buy
+388
New +$15.3K 0.01% 346

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KP
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Wellington Management Group
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