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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Business Financial Services's IVZ Position: Q2 2017 in Review

First Business Financial Services sold out of Invesco (IVZ) in Q2 2017, closing a stake of 15,571 shares — an estimated $477K sold.

First Business Financial Services first reported a position in IVZ in Q1 2014 and held it in 9 quarters. The position peaked at $477K in Q1 2017. 565 funds tracked by Wall St. Rank hold IVZ as of Q2 2017.

First Business Financial Services reported no remaining Invesco position as of Q2 2017 after selling out during the quarter.
First Business Financial Services sold 15,571 Invesco shares in Q2 2017, an estimated $477K.
First Business Financial Services first reported a position in Invesco in Q1 2014 and held it in 9 quarters.
First Business Financial Services's Invesco position peaked at $477K in Q1 2017.
565 funds tracked by Wall St. Rank held Invesco as of Q2 2017.

Based on First Business Financial Services's 13F filing for Q2 2017, filed 9 Aug 2017.