Capital World Investors’s Invesco IVZ Stock Holding History

Capital World Investors’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	-746,300	Closed	-$17.1M	–	542
2018 Q3	$17.1M	Buy	+746,300	New	+$18.7M	﹤0.01%	478

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

Capital World Investors's IVZ Position: Q4 2018 in Review

Capital World Investors sold out of Invesco (IVZ) in Q4 2018, closing a stake of 746,300 shares — an estimated $17.1M sold.

Capital World Investors first reported a position in IVZ in Q3 2018 and held it in 1 quarter. The position peaked at $17.1M in Q3 2018. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

Capital World Investors reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
Capital World Investors sold 746,300 Invesco shares in Q4 2018, an estimated $17.1M.
Capital World Investors first reported a position in Invesco in Q3 2018 and held it in 1 quarter.
Capital World Investors's Invesco position peaked at $17.1M in Q3 2018.
535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Capital World Investors's 13F filing for Q4 2018, filed 14 Feb 2019.