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Frontier Wealth Management’s Invesco IVZ Stock Holding History

Frontier Wealth 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
2017
Q1 		– Sell
-11,087
Closed -$336K – 411
2016
Q4 		$336K Buy
+11,087
New +$341K 0.05% 266

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Frontier Wealth Management's IVZ Position: Q1 2017 in Review

Frontier Wealth Management sold out of Invesco (IVZ) in Q1 2017, closing a stake of 11,087 shares — an estimated $336K sold.

Frontier Wealth Management first reported a position in IVZ in Q4 2016 and held it in 1 quarter. The position peaked at $336K in Q4 2016. 541 funds tracked by Wall St. Rank hold IVZ as of Q1 2017.

  • Frontier Wealth Management reported no remaining Invesco position as of Q1 2017 after selling out during the quarter.
  • Frontier Wealth Management sold 11,087 Invesco shares in Q1 2017, an estimated $336K.
  • Frontier Wealth Management first reported a position in Invesco in Q4 2016 and held it in 1 quarter.
  • Frontier Wealth Management's Invesco position peaked at $336K in Q4 2016.
  • 541 funds tracked by Wall St. Rank held Invesco as of Q1 2017.

Based on Frontier Wealth Management's 13F filing for Q1 2017, filed 12 May 2017.