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Dai-ichi Life Insurance Company’s Invesco IVZ Stock Holding History

Dai-ichi Life Insurance Company’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
-5,553
Closed -$203K – 520
2017
Q4 		$203K Buy
+5,553
New +$201K ﹤0.01% 499
2017
Q2 		– Sell
-6,793
Closed -$208K – 527
2017
Q1 		$208K Hold
6,793
– – 0.01% 531
2016
Q4 		$206K Buy
+6,793
New +$209K 0.01% 534

Other funds holding IVZ

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dai-ichi Life Insurance Company's IVZ Position: Q1 2018 in Review

Dai-ichi Life Insurance Company sold out of Invesco (IVZ) in Q1 2018, closing a stake of 5,553 shares — an estimated $203K sold.

Dai-ichi Life Insurance Company first reported a position in IVZ in Q4 2016 and held it in 3 quarters. The position peaked at $208K in Q1 2017. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

  • Dai-ichi Life Insurance Company reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
  • Dai-ichi Life Insurance Company sold 5,553 Invesco shares in Q1 2018, an estimated $203K.
  • Dai-ichi Life Insurance Company first reported a position in Invesco in Q4 2016 and held it in 3 quarters.
  • Dai-ichi Life Insurance Company's Invesco position peaked at $208K in Q1 2017.
  • 589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Dai-ichi Life Insurance Company's 13F filing for Q1 2018, filed 15 May 2018.