FMT
IVZ icon

First Mercantile Trust’s Invesco IVZ Stock Holding History

First Mercantile Trust’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
Q3 		– Sell
-1,550
Closed -$41K – 931
2018
Q2 		$41K Buy
+1,550
New +$44.6K 0.01% 835
2017
Q2 		– Sell
-165
Closed -$5K – 840
2017
Q1 		$5K Hold
165
– – ﹤0.01% 815
2016
Q4 		$5K Hold
165
– – ﹤0.01% 826
2016
Q3 		$5K Hold
165
– – ﹤0.01% 815
2016
Q2 		$4K Buy
+165
New +$4.9K ﹤0.01% 858
2016
Q1 		– Sell
-524
Closed -$17K – 901
2015
Q4 		$17K Buy
524
+399
+319% +$13.1K ﹤0.01% 935
2015
Q3 		$4K Hold
125
– – ﹤0.01% 961
2015
Q2 		$5K Hold
125
– – ﹤0.01% 969
2015
Q1 		$5K Hold
125
– – ﹤0.01% 1074
2014
Q4 		$5K Hold
125
– – ﹤0.01% 1076
2014
Q3 		$5K Hold
125
– – ﹤0.01% 1121
2014
Q2 		$5K Buy
+125
New +$4.52K ﹤0.01% 1138

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return