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Choate Investment Advisors’s Invesco IVZ Stock Holding History

Choate Investment 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
2016
Q1 		– Sell
-433
Closed -$14.5K – 267
2015
Q4 		$14.5K Hold
433
– – ﹤0.01% 257
2015
Q3 		$13.5K Hold
433
– – ﹤0.01% 245
2015
Q2 		$16.2K Hold
433
– – ﹤0.01% 241
2015
Q1 		$17.2K Hold
433
– – ﹤0.01% 251
2014
Q4 		$17.1K Buy
+433
New +$17.1K ﹤0.01% 262
2014
Q3 		– Sell
-433
Closed -$78.5K – 282
2014
Q2 		$78.5K Buy
+433
New +$15.7K ﹤0.01% 267

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Choate Investment Advisors's IVZ Position: Q1 2016 in Review

Choate Investment Advisors sold out of Invesco (IVZ) in Q1 2016, closing a stake of 433 shares — an estimated $14.5K sold.

Choate Investment Advisors first reported a position in IVZ in Q2 2014 and held it in 6 quarters. The position peaked at $78.5K in Q2 2014. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2016.

  • Choate Investment Advisors reported no remaining Invesco position as of Q1 2016 after selling out during the quarter.
  • Choate Investment Advisors sold 433 Invesco shares in Q1 2016, an estimated $14.5K.
  • Choate Investment Advisors first reported a position in Invesco in Q2 2014 and held it in 6 quarters.
  • Choate Investment Advisors's Invesco position peaked at $78.5K in Q2 2014.
  • 518 funds tracked by Wall St. Rank held Invesco as of Q1 2016.

Based on Choate Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.