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FWIA
Fort Washington Investment Advisors’s
Invesco
IVZ
Stock Holding History
Fort Washington Investment Advisors’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
-63,186
Closed
-$2.02M
–
554
2018
Q1
$2.02M
Sell
63,186
-19,683
-24%
-$679K
0.02%
308
2017
Q4
$3.03M
Sell
82,869
-3,343
-4%
-$121K
0.03%
291
2017
Q3
$3.02M
Buy
86,212
+7,053
+9%
+$241K
0.05%
178
2017
Q2
$2.79M
Sell
79,159
-7,212
-8%
-$235K
0.04%
186
2017
Q1
$2.65M
Sell
86,371
-3,488
-4%
-$109K
0.04%
201
2016
Q4
$2.73M
Buy
89,859
+477
+0.5%
+$14.7K
0.05%
193
2016
Q3
$2.79M
Buy
89,382
+830
+0.9%
+$24.4K
0.05%
170
2016
Q2
$2.26M
Sell
88,552
-9,692
-10%
-$288K
0.04%
192
2016
Q1
$3.02M
Sell
98,244
-17
-0%
-$490
0.06%
164
2015
Q4
$3.29M
Sell
98,261
-10,707
-10%
-$351K
0.07%
167
2015
Q3
$3.4M
Buy
108,968
+65,093
+148%
+$2.32M
0.07%
163
2015
Q2
$1.65M
Buy
43,875
+205
+0.5%
+$8.21K
0.03%
217
2015
Q1
$1.73M
Buy
43,670
+16,006
+58%
+$625K
0.03%
215
2014
Q4
$1.09M
Buy
27,664
+159
+0.6%
+$6.27K
0.02%
264
2014
Q3
$1.09M
Buy
+27,505
New
+$1.08M
0.02%
268
Other funds holding IVZ
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
KP
Kiltearn Partners
Edinburgh, United Kingdom
$372M AUM
18.16%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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