Exchange Capital Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
– Sell
-28
Closed -$1K – 209
2014
Q4
$1K Buy
+28
New +$1.1K ﹤0.01% 336

Other funds holding IVZ

Exchange Capital Management's IVZ Position: Q1 2015 in Review

Exchange Capital Management sold out of Invesco (IVZ) in Q1 2015, closing a stake of 28 shares — an estimated $1K sold.

Exchange Capital Management first reported a position in IVZ in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 545 funds tracked by Wall St. Rank hold IVZ as of Q1 2015.

  • Exchange Capital Management reported no remaining Invesco position as of Q1 2015 after selling out during the quarter.
  • Exchange Capital Management sold 28 Invesco shares in Q1 2015, an estimated $1K.
  • Exchange Capital Management first reported a position in Invesco in Q4 2014 and held it in 1 quarter.
  • Exchange Capital Management's Invesco position peaked at $1K in Q4 2014.
  • 545 funds tracked by Wall St. Rank held Invesco as of Q1 2015.

Based on Exchange Capital Management's 13F filing for Q1 2015, filed 17 Apr 2015.