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Gryphon Financial Partners’s Invesco IVZ Stock Holding History

Gryphon Financial Partners’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
Q3 		– Sell
-694
Closed -$18K – 499
2018
Q2 		$18K Sell
694
-14
-2% -$403 0.01% 398
2018
Q1 		$22K Buy
708
+389
+122% +$13.4K 0.01% 370
2017
Q4 		$12K Buy
+319
New +$11.5K 0.01% 498

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American Century Companies
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State Street
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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gryphon Financial Partners's IVZ Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Invesco (IVZ) in Q3 2018, closing a stake of 694 shares — an estimated $18K sold.

Gryphon Financial Partners first reported a position in IVZ in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q1 2018. 565 funds tracked by Wall St. Rank hold IVZ as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Invesco position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 694 Invesco shares in Q3 2018, an estimated $18K.
  • Gryphon Financial Partners first reported a position in Invesco in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Invesco position peaked at $22K in Q1 2018.
  • 565 funds tracked by Wall St. Rank held Invesco as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.