Cerebellum’s Invesco IVZ Stock Holding History

Cerebellum’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 Q1	–	Sell	-15,592	Closed	-$261K	–	491
2018 Q4	$261K	Buy	+15,592	New	+$312K	0.18%	84
2018 Q3	–	Sell	-6,473	Closed	-$172K	–	468
2018 Q2	$172K	Buy	6,473 +627	+11%	+$18K	0.29%	218
2018 Q1	$187K	Buy	+5,846	New	+$202K	0.24%	168

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cerebellum's IVZ Position: Q1 2019 in Review

Cerebellum sold out of Invesco (IVZ) in Q1 2019, closing a stake of 15,592 shares — an estimated $261K sold.

Cerebellum first reported a position in IVZ in Q1 2018 and held it in 3 quarters. The position peaked at $261K in Q4 2018. 523 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

Cerebellum reported no remaining Invesco position as of Q1 2019 after selling out during the quarter.
Cerebellum sold 15,592 Invesco shares in Q1 2019, an estimated $261K.
Cerebellum first reported a position in Invesco in Q1 2018 and held it in 3 quarters.
Cerebellum's Invesco position peaked at $261K in Q4 2018.
523 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on Cerebellum's 13F filing for Q1 2019, filed 21 May 2019.