First New York Securities’s Invesco IVZ Stock Holding History

First New York Securities’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	$303K	Buy	+10,000	New	+$308K	0.57%	16

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 New York Securities's IVZ Position: Q4 2016 in Review

First New York Securities opened a new position in Invesco (IVZ) in Q4 2016: 10,000 shares worth $303K. The stake represents 0.57% of the portfolio and ranks #16 among its holdings.

548 funds tracked by Wall St. Rank hold IVZ as of Q4 2016.

First New York Securities held 10,000 shares of Invesco worth $303K as of Q4 2016.
Invesco was a new First New York Securities position in Q4 2016.
Invesco made up 0.57% of First New York Securities's portfolio in Q4 2016, its #16 holding.
548 funds tracked by Wall St. Rank held Invesco as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.