FAM
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Formidable Asset Management’s Invesco IVZ Stock Holding History

Formidable Asset Management’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
Q4 		– Sell
-250
Closed -$7K – 585
2015
Q3 		$7K Buy
+250
New +$8.9K ﹤0.01% 456

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Formidable Asset Management's IVZ Position: Q4 2015 in Review

Formidable Asset Management sold out of Invesco (IVZ) in Q4 2015, closing a stake of 250 shares — an estimated $7K sold.

Formidable Asset Management first reported a position in IVZ in Q3 2015 and held it in 1 quarter. The position peaked at $7K in Q3 2015. 532 funds tracked by Wall St. Rank hold IVZ as of Q4 2015.

  • Formidable Asset Management reported no remaining Invesco position as of Q4 2015 after selling out during the quarter.
  • Formidable Asset Management sold 250 Invesco shares in Q4 2015, an estimated $7K.
  • Formidable Asset Management first reported a position in Invesco in Q3 2015 and held it in 1 quarter.
  • Formidable Asset Management's Invesco position peaked at $7K in Q3 2015.
  • 532 funds tracked by Wall St. Rank held Invesco as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.