DSN
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D. Scott Neal’s Invesco IVZ Stock Holding History

D. Scott Neal’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
Q4 		– Sell
-72
Closed -$2K – 171
2016
Q3 		$2K Hold
72
– – ﹤0.01% 152
2016
Q2 		$2K Hold
72
– – ﹤0.01% 158
2016
Q1 		$2K Hold
72
– – ﹤0.01% 145
2015
Q4 		$2K Buy
+72
New +$2.36K ﹤0.01% 142

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

D. Scott Neal's IVZ Position: Q4 2016 in Review

D. Scott Neal sold out of Invesco (IVZ) in Q4 2016, closing a stake of 72 shares — an estimated $2K sold.

D. Scott Neal first reported a position in IVZ in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 548 funds tracked by Wall St. Rank hold IVZ as of Q4 2016.

  • D. Scott Neal reported no remaining Invesco position as of Q4 2016 after selling out during the quarter.
  • D. Scott Neal sold 72 Invesco shares in Q4 2016, an estimated $2K.
  • D. Scott Neal first reported a position in Invesco in Q4 2015 and held it in 4 quarters.
  • D. Scott Neal's Invesco position peaked at $2K in Q3 2016.
  • 548 funds tracked by Wall St. Rank held Invesco as of Q4 2016.

Based on D. Scott Neal's 13F filing for Q4 2016, filed 17 Jan 2017.