Cynosure Advisors’s Invesco IVZ Stock Holding History

Cynosure 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
2018 Q2	–	Sell	-7,439	Closed	-$238K	–	228
2018 Q1	$238K	Sell	7,439 -9,223	-55%	-$318K	0.06%	204
2017 Q4	$609K	Buy	+16,662	New	+$603K	0.14%	82

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cynosure Advisors's IVZ Position: Q2 2018 in Review

Cynosure Advisors sold out of Invesco (IVZ) in Q2 2018, closing a stake of 7,439 shares — an estimated $238K sold.

Cynosure Advisors first reported a position in IVZ in Q4 2017 and held it in 2 quarters. The position peaked at $609K in Q4 2017. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

Cynosure Advisors reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
Cynosure Advisors sold 7,439 Invesco shares in Q2 2018, an estimated $238K.
Cynosure Advisors first reported a position in Invesco in Q4 2017 and held it in 2 quarters.
Cynosure Advisors's Invesco position peaked at $609K in Q4 2017.
563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Cynosure Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.