Envestnet Asset Management
IVC

Envestnet Asset Management’s Invacare Corporation IVC Stock Holding History

Envestnet Asset Management’s Portfolio IVC Stock Details IVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,114
Closed -$58K – 2806
2018
Q2 		$58K Buy
3,114
+1,655
+113% +$29.9K ﹤0.01% 2166
2018
Q1 		$25K Buy
1,459
+275
+23% +$4.85K ﹤0.01% 2323
2017
Q4 		$20K Buy
+1,184
New +$19.3K ﹤0.01% 2524
2015
Q1 		– Sell
-50
Closed -$1K – 2490
2014
Q4 		$1K Hold
50
– – ﹤0.01% 2440
2014
Q3 		$1K Sell
50
-266
-84% -$4.05K ﹤0.01% 2675
2014
Q2 		$6K Hold
316
– – ﹤0.01% 2246
2014
Q1 		$6K Buy
+316
New +$6.5K ﹤0.01% 2070

Other funds holding IVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Envestnet Asset Management's IVC Position: Q3 2018 in Review

Envestnet Asset Management sold out of Invacare Corporation (IVC) in Q3 2018, closing a stake of 3,114 shares — an estimated $58K sold.

Envestnet Asset Management first reported a position in IVC in Q1 2014 and held it in 7 quarters. The position peaked at $58K in Q2 2018. 147 funds tracked by Wall St. Rank hold IVC as of Q3 2018.

  • Envestnet Asset Management reported no remaining Invacare Corporation position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 3,114 Invacare Corporation shares in Q3 2018, an estimated $58K.
  • Envestnet Asset Management first reported a position in Invacare Corporation in Q1 2014 and held it in 7 quarters.
  • Envestnet Asset Management's Invacare Corporation position peaked at $58K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Invacare Corporation as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.