Driehaus Capital Management’s Invesco IVZ Stock Holding History

Driehaus Capital 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	–	Sell	-5,963	Closed	-$218K	–	535
2017 Q4	$218K	Hold	5,963	–	–	0.01%	505
2017 Q3	$209K	Buy	+5,963	New	+$204K	0.01%	465
2015 Q2	–	Sell	-27,977	Closed	-$1.11M	–	545
2015 Q1	$1.11M	Buy	27,977 +13,377	+92%	+$522K	0.04%	397
2014 Q4	$577K	Buy	+14,600	New	+$575K	0.02%	427

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Driehaus Capital Management's IVZ Position: Q1 2018 in Review

Driehaus Capital Management sold out of Invesco (IVZ) in Q1 2018, closing a stake of 5,963 shares — an estimated $218K sold.

Driehaus Capital Management first reported a position in IVZ in Q4 2014 and held it in 4 quarters. The position peaked at $1.11M in Q1 2015. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

Driehaus Capital Management reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
Driehaus Capital Management sold 5,963 Invesco shares in Q1 2018, an estimated $218K.
Driehaus Capital Management first reported a position in Invesco in Q4 2014 and held it in 4 quarters.
Driehaus Capital Management's Invesco position peaked at $1.11M in Q1 2015.
589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Driehaus Capital Management's 13F filing for Q1 2018, filed 15 May 2018.