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Granahan Investment Management’s Invesco IVZ Stock Holding History

Granahan Investment 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
2018
Q1 		– Sell
-10,185
Closed -$372K – 211
2017
Q4 		$372K Sell
10,185
-4,328
-30% -$157K 0.03% 192
2017
Q3 		$509K Sell
14,513
-652
-4% -$22.3K 0.04% 171
2017
Q2 		$534K Buy
15,165
+783
+5% +$25.5K 0.05% 166
2017
Q1 		$441K Sell
14,382
-524
-4% -$16.4K 0.04% 164
2016
Q4 		$452K Buy
14,906
+1,684
+13% +$51.8K 0.02% 184
2016
Q3 		$413K Buy
+13,222
New +$388K 0.01% 201

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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

Granahan Investment Management's IVZ Position: Q1 2018 in Review

Granahan Investment Management sold out of Invesco (IVZ) in Q1 2018, closing a stake of 10,185 shares — an estimated $372K sold.

Granahan Investment Management first reported a position in IVZ in Q3 2016 and held it in 6 quarters. The position peaked at $534K in Q2 2017. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

  • Granahan Investment Management reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
  • Granahan Investment Management sold 10,185 Invesco shares in Q1 2018, an estimated $372K.
  • Granahan Investment Management first reported a position in Invesco in Q3 2016 and held it in 6 quarters.
  • Granahan Investment Management's Invesco position peaked at $534K in Q2 2017.
  • 589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Granahan Investment Management's 13F filing for Q1 2018, filed 14 May 2018.