FBFS
IVZ icon

First Business Financial Services’s Invesco IVZ Stock Holding History

First Business Financial Services’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
Q2 		– Sell
-15,571
Closed -$477K – 84
2017
Q1 		$477K Buy
15,571
+1,562
+11% +$48.8K 0.1% 60
2016
Q4 		$425K Hold
14,009
– – 0.1% 47
2016
Q3 		$438K Buy
+14,009
New +$412K 0.11% 47
2016
Q2 		– Sell
-14,957
Closed -$460K – 76
2016
Q1 		$460K Buy
+14,957
New +$432K 0.13% 33
2015
Q4 		– Sell
-8,832
Closed -$276K – 68
2015
Q3 		$276K Sell
8,832
-1,398
-14% -$49.7K 0.09% 67
2015
Q2 		$384K Buy
+10,230
New +$410K 0.11% 37
2015
Q1 		– Sell
-7,522
Closed -$297K – 71
2014
Q4 		$297K Sell
7,522
-702
-9% -$27.7K 0.1% 59
2014
Q3 		$325K Buy
+8,224
New +$323K 0.12% 24
2014
Q2 		– Sell
-7,594
Closed -$281K – 71
2014
Q1 		$281K Buy
+7,594
New +$263K 0.11% 31

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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