FolioMetrix’s Invesco IVZ Stock Holding History

FolioMetrix’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
2015 Q1	–	Sell	-3,474	Closed	-$142K	–	246
2014 Q4	$142K	Buy	+3,474	New	+$137K	0.1%	164

Other funds holding IVZ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BIT

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FolioMetrix's IVZ Position: Q1 2015 in Review

FolioMetrix sold out of Invesco (IVZ) in Q1 2015, closing a stake of 3,474 shares — an estimated $142K sold.

FolioMetrix first reported a position in IVZ in Q4 2014 and held it in 1 quarter. The position peaked at $142K in Q4 2014. 545 funds tracked by Wall St. Rank hold IVZ as of Q1 2015.

FolioMetrix reported no remaining Invesco position as of Q1 2015 after selling out during the quarter.
FolioMetrix sold 3,474 Invesco shares in Q1 2015, an estimated $142K.
FolioMetrix first reported a position in Invesco in Q4 2014 and held it in 1 quarter.
FolioMetrix's Invesco position peaked at $142K in Q4 2014.
545 funds tracked by Wall St. Rank held Invesco as of Q1 2015.

Based on FolioMetrix's 13F filing for Q1 2015, filed 28 Apr 2015.