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Edge Advisors’s Invesco IVZ Stock Holding History

Edge Advisors’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
Q2 		$49K Sell
1,898
-1,200
-39% -$34.5K ﹤0.01% 517
2018
Q1 		$98K Sell
3,098
-1,549
-33% -$53.4K 0.01% 409
2017
Q4 		$169K Buy
4,647
+575
+14% +$20.8K 0.02% 324
2017
Q3 		$142K Buy
4,072
+389
+11% +$13.3K 0.02% 345
2017
Q2 		$129K Sell
3,683
-724
-16% -$23.6K 0.01% 359
2017
Q1 		$134K Buy
4,407
+3,382
+330% +$106K 0.02% 366
2016
Q4 		$30K Buy
+1,025
New +$31.5K ﹤0.01% 551

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Edge Advisors's IVZ Position: Q2 2018 in Review

Edge Advisors reduced its Invesco (IVZ) stake by 39% in Q2 2018, selling an estimated $34.5K and leaving 1,898 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Edge Advisors first reported a position in IVZ in Q4 2016 and has held it in 7 quarters since. The position peaked at $169K in Q4 2017. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

  • Edge Advisors held 1,898 shares of Invesco worth $49K as of Q2 2018.
  • Edge Advisors sold 1,200 Invesco shares in Q2 2018, an estimated $34.5K.
  • Invesco made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #517 holding.
  • Edge Advisors first reported a position in Invesco in Q4 2016 and has held it in 7 quarters since.
  • Edge Advisors's Invesco position peaked at $169K in Q4 2017.
  • 563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.