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Dixon Hubard Feinour & Brown’s Invesco IVZ Stock Holding History

Dixon Hubard Feinour & Brown’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
-154,880
Closed -$5.66M – 199
2017
Q4 		$5.66M Sell
154,880
-435
-0.3% -$15.7K 1.53% 25
2017
Q3 		$5.44M Sell
155,315
-3,000
-2% -$102K 1.56% 23
2017
Q2 		$5.57M Buy
+158,315
New +$5.16M 1.61% 20

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Dixon Hubard Feinour & Brown's IVZ Position: Q1 2018 in Review

Dixon Hubard Feinour & Brown sold out of Invesco (IVZ) in Q1 2018, closing a stake of 154,880 shares — an estimated $5.66M sold.

Dixon Hubard Feinour & Brown first reported a position in IVZ in Q2 2017 and held it in 3 quarters. The position peaked at $5.66M in Q4 2017. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

  • Dixon Hubard Feinour & Brown reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 154,880 Invesco shares in Q1 2018, an estimated $5.66M.
  • Dixon Hubard Feinour & Brown first reported a position in Invesco in Q2 2017 and held it in 3 quarters.
  • Dixon Hubard Feinour & Brown's Invesco position peaked at $5.66M in Q4 2017.
  • 589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q1 2018, filed 14 May 2018.