Financial Engines Advisors
IVZ icon

Financial Engines Advisors’s Invesco IVZ Stock Holding History

Financial Engines Advisors’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
-42
Closed -$2K – 180
2017
Q4 		$2K Buy
+42
New +$1.52K ﹤0.01% 144

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Financial Engines Advisors's IVZ Position: Q1 2018 in Review

Financial Engines Advisors sold out of Invesco (IVZ) in Q1 2018, closing a stake of 42 shares — an estimated $2K sold.

Financial Engines Advisors first reported a position in IVZ in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

  • Financial Engines Advisors reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 42 Invesco shares in Q1 2018, an estimated $2K.
  • Financial Engines Advisors first reported a position in Invesco in Q4 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Invesco position peaked at $2K in Q4 2017.
  • 589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.