Gilbert & Cook’s Invesco IVZ Stock Holding History

Gilbert & Cook’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 Q3	–	Sell	-5,780	Closed	-$203K	–	114
2017 Q2	$203K	Buy	+5,780	New	+$188K	0.07%	137

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gilbert & Cook's IVZ Position: Q3 2017 in Review

Gilbert & Cook sold out of Invesco (IVZ) in Q3 2017, closing a stake of 5,780 shares — an estimated $203K sold.

Gilbert & Cook first reported a position in IVZ in Q2 2017 and held it in 1 quarter. The position peaked at $203K in Q2 2017. 545 funds tracked by Wall St. Rank hold IVZ as of Q3 2017.

Gilbert & Cook reported no remaining Invesco position as of Q3 2017 after selling out during the quarter.
Gilbert & Cook sold 5,780 Invesco shares in Q3 2017, an estimated $203K.
Gilbert & Cook first reported a position in Invesco in Q2 2017 and held it in 1 quarter.
Gilbert & Cook's Invesco position peaked at $203K in Q2 2017.
545 funds tracked by Wall St. Rank held Invesco as of Q3 2017.

Based on Gilbert & Cook's 13F filing for Q3 2017, filed 31 Oct 2017.