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First Personal Financial Services’s Invesco IVZ Stock Holding History

First Personal 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
2018
Q2 		– Sell
-115
Closed -$4K – 800
2018
Q1 		$4K Buy
115
+32
+39% +$1.1K ﹤0.01% 937
2017
Q4 		$3K Hold
83
– – ﹤0.01% 946
2017
Q3 		$3K Sell
83
-131
-61% -$4.47K ﹤0.01% 805
2017
Q2 		$8K Hold
214
– – ﹤0.01% 743
2017
Q1 		$7K Hold
214
– – ﹤0.01% 765
2016
Q4 		$6K Hold
214
– – ﹤0.01% 805
2016
Q3 		$7K Sell
214
-90
-30% -$2.64K ﹤0.01% 658
2016
Q2 		$8K Buy
+304
New +$9.02K ﹤0.01% 617

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Personal Financial Services's IVZ Position: Q2 2018 in Review

First Personal Financial Services sold out of Invesco (IVZ) in Q2 2018, closing a stake of 115 shares — an estimated $4K sold.

First Personal Financial Services first reported a position in IVZ in Q2 2016 and held it in 8 quarters. The position peaked at $8K in Q2 2017. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

  • First Personal Financial Services reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 115 Invesco shares in Q2 2018, an estimated $4K.
  • First Personal Financial Services first reported a position in Invesco in Q2 2016 and held it in 8 quarters.
  • First Personal Financial Services's Invesco position peaked at $8K in Q2 2017.
  • 563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.