GVO Asset Management’s Invesco IVZ Stock Holding History

GVO Asset 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
2019 Q1	–	Sell	-77,500	Closed	-$1.3M	–	8
2018 Q4	$1.3M	Buy	+77,500	New	+$1.55M	1.02%	11

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

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

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

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

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

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GVO Asset Management's IVZ Position: Q1 2019 in Review

GVO Asset Management sold out of Invesco (IVZ) in Q1 2019, closing a stake of 77,500 shares — an estimated $1.3M sold.

GVO Asset Management first reported a position in IVZ in Q4 2018 and held it in 1 quarter. The position peaked at $1.3M in Q4 2018. 523 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

GVO Asset Management reported no remaining Invesco position as of Q1 2019 after selling out during the quarter.
GVO Asset Management sold 77,500 Invesco shares in Q1 2019, an estimated $1.3M.
GVO Asset Management first reported a position in Invesco in Q4 2018 and held it in 1 quarter.
GVO Asset Management's Invesco position peaked at $1.3M in Q4 2018.
523 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on GVO Asset Management's 13F filing for Q1 2019, filed 12 Apr 2019.