DVM
IVZ icon

Dreman Value Management’s Invesco IVZ Stock Holding History

Dreman Value Management’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 		$449K Hold
14,017
– – 0.2% 128
2017
Q4 		$512K Hold
14,017
– – 0.29% 101
2017
Q3 		$491K Hold
14,017
– – 0.27% 105
2017
Q2 		$493K Buy
14,017
+562
+4% +$18.3K 0.27% 88
2017
Q1 		$412K Hold
13,455
– – 0.24% 183
2016
Q4 		$408K Buy
13,455
+11,826
+726% +$364K 0.23% 188
2016
Q3 		$51K Hold
1,629
– – 0.03% 224
2016
Q2 		$42K Buy
1,629
+381
+31% +$11.3K 0.03% 230
2016
Q1 		$38K Sell
1,248
-154
-11% -$4.44K ﹤0.01% 338
2015
Q4 		$47K Sell
1,402
-2,924
-68% -$95.8K 0.01% 156
2015
Q3 		$135K Sell
4,326
-711
-14% -$25.3K 0.01% 336
2015
Q2 		$189K Buy
5,037
+162
+3% +$6.49K 0.02% 321
2015
Q1 		$193K Buy
4,875
+431
+10% +$16.8K 0.02% 309
2014
Q4 		$176K Buy
4,444
+383
+9% +$15.1K 0.01% 301
2014
Q3 		$160K Buy
4,061
+130
+3% +$5.11K 0.01% 302
2014
Q2 		$148K Buy
3,931
+278
+8% +$10.1K 0.01% 314
2014
Q1 		$135K Buy
3,653
+2,843
+351% +$98.5K 0.01% 294
2013
Q4 		$137K Sell
810
-2,086
-72% -$70.8K 0.01% 292
2013
Q3 		$92K Buy
+2,896
New +$92.4K 0.01% 257

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $1.47T 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