First National Bank Sioux Falls’s Invesco IVZ Stock Holding History

First National Bank Sioux Falls’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
2016 Q4	–	Sell	-490	Closed	-$15K	–	128
2016 Q3	$15K	Hold	490	–	–	0.04%	195
2016 Q2	$13K	Hold	490	–	–	0.04%	179
2016 Q1	$15K	Hold	490	–	–	0.05%	167
2015 Q4	$16K	Hold	490	–	–	0.05%	163
2015 Q3	$15K	Hold	490	–	–	0.05%	163
2015 Q2	$18K	Hold	490	–	–	0.05%	157
2015 Q1	$19K	Hold	490	–	–	0.06%	156
2014 Q4	$19K	Hold	490	–	–	0.05%	156
2014 Q3	$19K	Hold	490	–	–	0.05%	154
2014 Q2	$19K	Hold	490	–	–	0.05%	156
2014 Q1	$18K	Hold	490	–	–	0.05%	152
2013 Q4	$18K	Hold	490	–	–	0.05%	152
2013 Q3	$16K	Hold	490	–	–	0.05%	148
2013 Q2	$16K	Buy	+490	New	+$15.7K	0.05%	151

Other funds holding IVZ

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

First National Bank Sioux Falls's IVZ Position: Q4 2016 in Review

First National Bank Sioux Falls sold out of Invesco (IVZ) in Q4 2016, closing a stake of 490 shares — an estimated $15K sold.

First National Bank Sioux Falls first reported a position in IVZ in Q2 2013 and held it in 14 quarters. The position peaked at $19K in Q1 2015. 548 funds tracked by Wall St. Rank hold IVZ as of Q4 2016.

First National Bank Sioux Falls reported no remaining Invesco position as of Q4 2016 after selling out during the quarter.
First National Bank Sioux Falls sold 490 Invesco shares in Q4 2016, an estimated $15K.
First National Bank Sioux Falls first reported a position in Invesco in Q2 2013 and held it in 14 quarters.
First National Bank Sioux Falls's Invesco position peaked at $19K in Q1 2015.
548 funds tracked by Wall St. Rank held Invesco as of Q4 2016.

Based on First National Bank Sioux Falls's 13F filing for Q4 2016, filed 13 Feb 2017.