Gideon Capital Advisors’s Invesco IVZ Stock Holding History

Gideon Capital 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
2019 Q3	–	Sell	-17,971	Closed	-$368K	–	343
2019 Q2	$368K	Sell	17,971 -3,080	-15%	-$63.9K	0.13%	202
2019 Q1	$406K	Sell	21,051 -39,213	-65%	-$733K	0.15%	215
2018 Q4	$1.01M	Buy	60,264 +51,029	+553%	+$1.02M	0.41%	70
2018 Q3	$211K	Buy	+9,235	New	+$231K	0.1%	311
2017 Q4	–	Sell	-15,650	Closed	-$548K	–	344
2017 Q3	$548K	Buy	+15,650	New	+$535K	0.54%	39
2017 Q2	–	Sell	-26,021	Closed	-$797K	–	332
2017 Q1	$797K	Buy	26,021 +3,558	+16%	+$111K	0.47%	34
2016 Q4	$682K	Buy	+22,463	New	+$691K	0.44%	35
2015 Q4	–	Sell	-31,272	Closed	-$977K	–	235
2015 Q3	$977K	Sell	31,272 -43,480	-58%	-$1.55M	0.57%	63
2015 Q2	$2.8M	Buy	+74,752	New	+$2.99M	1.16%	15
2015 Q1	–	Sell	-30,667	Closed	-$1.21M	–	267
2014 Q4	$1.21M	Sell	30,667 -10,926	-26%	-$431K	0.57%	62
2014 Q3	$1.64M	Buy	+41,593	New	+$1.64M	0.64%	48
2014 Q1	–	Sell	-33,529	Closed	-$1.22M	–	242
2013 Q4	$1.22M	Buy	+33,529	New	+$1.14M	0.72%	48

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gideon Capital Advisors's IVZ Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Invesco (IVZ) in Q3 2019, closing a stake of 17,971 shares — an estimated $368K sold.

Gideon Capital Advisors first reported a position in IVZ in Q4 2013 and held it in 12 quarters. The position peaked at $2.8M in Q2 2015. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

Gideon Capital Advisors reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 17,971 Invesco shares in Q3 2019, an estimated $368K.
Gideon Capital Advisors first reported a position in Invesco in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's Invesco position peaked at $2.8M in Q2 2015.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.