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Friess Associates’s Invesco IVZ Stock Holding History

Friess Associates’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
2016
Q1 		– Sell
-3,410
Closed -$114K – 158
2015
Q4 		$114K Hold
3,410
– – 0.01% 141
2015
Q3 		$106K Hold
3,410
– – 0.01% 143
2015
Q2 		$128K Hold
3,410
– – 0.01% 135
2015
Q1 		$135K Hold
3,410
– – 0.01% 136
2014
Q4 		$135K Hold
3,410
– – 0.01% 120
2014
Q3 		$135K Hold
3,410
– – 0.01% 113
2014
Q2 		$129K Buy
3,410
+70
+2% +$2.53K 0.01% 120
2014
Q1 		$124K Hold
3,340
– – 0.01% 120
2013
Q4 		$122K Buy
3,340
+140
+4% +$4.75K 0.01% 107
2013
Q3 		$102K Hold
3,200
– – 0.01% 111
2013
Q2 		$102K Buy
+3,200
New +$102K 0.01% 101

Other funds holding IVZ

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return