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Columbia Partners Investment Management’s Invesco IVZ Stock Holding History

Columbia Partners Investment 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
2015
Q4 		– Sell
-27,613
Closed -$862K – 357
2015
Q3 		$862K Buy
+27,613
New +$983K 0.06% 285

Other funds holding IVZ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Columbia Partners Investment Management's IVZ Position: Q4 2015 in Review

Columbia Partners Investment Management sold out of Invesco (IVZ) in Q4 2015, closing a stake of 27,613 shares — an estimated $862K sold.

Columbia Partners Investment Management first reported a position in IVZ in Q3 2015 and held it in 1 quarter. The position peaked at $862K in Q3 2015. 531 funds tracked by Wall St. Rank hold IVZ as of Q4 2015.

  • Columbia Partners Investment Management reported no remaining Invesco position as of Q4 2015 after selling out during the quarter.
  • Columbia Partners Investment Management sold 27,613 Invesco shares in Q4 2015, an estimated $862K.
  • Columbia Partners Investment Management first reported a position in Invesco in Q3 2015 and held it in 1 quarter.
  • Columbia Partners Investment Management's Invesco position peaked at $862K in Q3 2015.
  • 531 funds tracked by Wall St. Rank held Invesco as of Q4 2015.

Based on Columbia Partners Investment Management's 13F filing for Q4 2015, filed 8 Feb 2016.