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 $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