Clear Harbor Asset Management’s Invesco IVZ Stock Holding History

Clear Harbor Asset 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
2019 Q1	–	Sell	-400	Closed	-$2K	–	256
2018 Q4	$2K	Buy	+400	New	+$8.01K	﹤0.01%	244

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clear Harbor Asset Management's IVZ Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Invesco (IVZ) in Q4 2020, closing a stake of 200 shares — an estimated $2.28K sold.

Clear Harbor Asset Management first reported a position in IVZ in Q3 2018 and held it in 6 quarters. The position peaked at $821K in Q3 2018. 510 funds tracked by Wall St. Rank hold IVZ as of Q4 2020.

Clear Harbor Asset Management reported no remaining Invesco position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 200 Invesco shares in Q4 2020, an estimated $2.28K.
Clear Harbor Asset Management first reported a position in Invesco in Q3 2018 and held it in 6 quarters.
Clear Harbor Asset Management's Invesco position peaked at $821K in Q3 2018.
510 funds tracked by Wall St. Rank held Invesco as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.