CCM
IVZ icon

Catapult Capital Management’s Invesco IVZ Stock Holding History

Catapult Capital 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
2013
Q4 		– Sell
-62,370
Closed -$1.99M – 216
2013
Q3 		$1.99M Buy
62,370
+42,370
+212% +$1.35M 0.25% 129
2013
Q2 		$636K Buy
+20,000
New +$640K 0.27% 102

Other funds holding IVZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Catapult Capital Management's IVZ Position: Q4 2013 in Review

Catapult Capital Management sold out of Invesco (IVZ) in Q4 2013, closing a stake of 62,370 shares — an estimated $1.99M sold.

Catapult Capital Management first reported a position in IVZ in Q2 2013 and held it in 2 quarters. The position peaked at $1.99M in Q3 2013. 475 funds tracked by Wall St. Rank hold IVZ as of Q4 2013.

  • Catapult Capital Management reported no remaining Invesco position as of Q4 2013 after selling out during the quarter.
  • Catapult Capital Management sold 62,370 Invesco shares in Q4 2013, an estimated $1.99M.
  • Catapult Capital Management first reported a position in Invesco in Q2 2013 and held it in 2 quarters.
  • Catapult Capital Management's Invesco position peaked at $1.99M in Q3 2013.
  • 475 funds tracked by Wall St. Rank held Invesco as of Q4 2013.

Based on Catapult Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.