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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 – 551
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
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

Fort Washington Investment Advisors's IVZ Position: Q2 2018 in Review

Fort Washington Investment Advisors sold out of Invesco (IVZ) in Q2 2018, closing a stake of 63,186 shares — an estimated $2.02M sold.

Fort Washington Investment Advisors first reported a position in IVZ in Q3 2014 and held it in 15 quarters. The position peaked at $3.4M in Q3 2015. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

  • Fort Washington Investment Advisors reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 63,186 Invesco shares in Q2 2018, an estimated $2.02M.
  • Fort Washington Investment Advisors first reported a position in Invesco in Q3 2014 and held it in 15 quarters.
  • Fort Washington Investment Advisors's Invesco position peaked at $3.4M in Q3 2015.
  • 563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.