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Cornerstone Investment Partners’s Invesco IVZ Stock Holding History

Cornerstone Investment Partners’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
2018
Q1 		– Sell
-5,843
Closed -$214K – 108
2017
Q4 		$214K Hold
5,843
– – 0.01% 83
2017
Q3 		$205K Hold
5,843
– – 0.01% 83
2017
Q2 		$206K Buy
+5,843
New +$190K 0.01% 83

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cornerstone Investment Partners's IVZ Position: Q1 2018 in Review

Cornerstone Investment Partners sold out of Invesco (IVZ) in Q1 2018, closing a stake of 5,843 shares — an estimated $214K sold.

Cornerstone Investment Partners first reported a position in IVZ in Q2 2017 and held it in 3 quarters. The position peaked at $214K in Q4 2017. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

  • Cornerstone Investment Partners reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
  • Cornerstone Investment Partners sold 5,843 Invesco shares in Q1 2018, an estimated $214K.
  • Cornerstone Investment Partners first reported a position in Invesco in Q2 2017 and held it in 3 quarters.
  • Cornerstone Investment Partners's Invesco position peaked at $214K in Q4 2017.
  • 589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Cornerstone Investment Partners's 13F filing for Q1 2018, filed 4 Apr 2018.