Gupta Wealth Management’s Invesco IVZ Stock Holding History

Gupta 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
2016 Q1	$1.57M	Buy	50,928 +16,089	+46%	+$464K	0.37%	66
2015 Q4	$1.17M	Sell	34,839 -5,041	-13%	-$165K	0.3%	76
2015 Q3	$1.25M	Buy	39,880 +9,039	+29%	+$322K	0.3%	73
2015 Q2	$1.16M	Buy	30,841 +3,250	+12%	+$130K	0.28%	79
2015 Q1	$1.09M	Buy	+27,591	New	+$1.08M	0.32%	77

Other funds holding IVZ

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's IVZ Position: Q1 2016 in Review

Gupta Wealth Management increased its Invesco (IVZ) stake by 46% in Q1 2016, buying an estimated $464K and bringing the position to 50,928 shares worth $1.57M. The position accounts for 0.37% of the portfolio, ranked #66.

Gupta Wealth Management first reported a position in IVZ in Q1 2015 and has held it in 5 quarters since. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2016.

Gupta Wealth Management held 50,928 shares of Invesco worth $1.57M as of Q1 2016.
Gupta Wealth Management bought 16,089 Invesco shares in Q1 2016, an estimated $464K.
Invesco made up 0.37% of Gupta Wealth Management's portfolio in Q1 2016, its #66 holding.
Gupta Wealth Management first reported a position in Invesco in Q1 2015 and has held it in 5 quarters since.
518 funds tracked by Wall St. Rank held Invesco as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.