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Farmers & Merchants Trust Co of Chambersburg PA’s Invesco IVZ Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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
2017
Q1 		– Sell
-89
Closed -$2.7K – 288
2016
Q4 		$2.7K Buy
+89
New +$2.74K ﹤0.01% 274

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's IVZ Position: Q1 2017 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of Invesco (IVZ) in Q1 2017, closing a stake of 89 shares — an estimated $2.7K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in IVZ in Q4 2016 and held it in 1 quarter. The position peaked at $2.7K in Q4 2016. 541 funds tracked by Wall St. Rank hold IVZ as of Q1 2017.

  • Farmers & Merchants Trust Co of Chambersburg PA reported no remaining Invesco position as of Q1 2017 after selling out during the quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA sold 89 Invesco shares in Q1 2017, an estimated $2.7K.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Invesco in Q4 2016 and held it in 1 quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA's Invesco position peaked at $2.7K in Q4 2016.
  • 541 funds tracked by Wall St. Rank held Invesco as of Q1 2017.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q1 2017, filed 18 Apr 2017.