EWM
IVZ icon

Evercore Wealth Management’s Invesco IVZ Stock Holding History

Evercore Wealth 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
-790
Closed -$29K – 565
2017
Q4 		$29K Hold
790
– – ﹤0.01% 657
2017
Q3 		$28K Hold
790
– – ﹤0.01% 647
2017
Q2 		$28K Sell
790
-52
-6% -$1.7K ﹤0.01% 662
2017
Q1 		$26K Sell
842
-461
-35% -$14.4K ﹤0.01% 716
2016
Q4 		$39K Sell
1,303
-252
-16% -$7.75K ﹤0.01% 649
2016
Q3 		$49K Sell
1,555
-61
-4% -$1.79K ﹤0.01% 602
2016
Q2 		$41K Buy
1,616
+218
+16% +$6.47K ﹤0.01% 612
2016
Q1 		$43K Sell
1,398
-305
-18% -$8.8K ﹤0.01% 597
2015
Q4 		$57K Buy
1,703
+937
+122% +$30.7K ﹤0.01% 569
2015
Q3 		$25K Buy
766
+88
+13% +$3.13K ﹤0.01% 695
2015
Q2 		$26K Sell
678
-129
-16% -$5.17K ﹤0.01% 745
2015
Q1 		$32K Hold
807
– – ﹤0.01% 698
2014
Q4 		$32K Hold
807
– – ﹤0.01% 602
2014
Q3 		$32K Buy
807
+370
+85% +$14.6K ﹤0.01% 675
2014
Q2 		$17K Sell
437
-571
-57% -$20.7K ﹤0.01% 762
2014
Q1 		$37K Buy
1,008
+700
+227% +$24.3K ﹤0.01% 645
2013
Q4 		$11K Sell
308
-190
-38% -$6.45K ﹤0.01% 752
2013
Q3 		$16K Buy
498
+190
+62% +$6.06K ﹤0.01% 712
2013
Q2 		$10K Buy
+308
New +$9.85K ﹤0.01% 724

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

Evercore Wealth Management's IVZ Position: Q1 2018 in Review

Evercore Wealth Management sold out of Invesco (IVZ) in Q1 2018, closing a stake of 790 shares — an estimated $29K sold.

Evercore Wealth Management first reported a position in IVZ in Q2 2013 and held it in 19 quarters. The position peaked at $57K in Q4 2015. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

  • Evercore Wealth Management reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 790 Invesco shares in Q1 2018, an estimated $29K.
  • Evercore Wealth Management first reported a position in Invesco in Q2 2013 and held it in 19 quarters.
  • Evercore Wealth Management's Invesco position peaked at $57K in Q4 2015.
  • 589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

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