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Gyroscope Capital Management Group’s Invesco IVZ Stock Holding History

Gyroscope Capital Management Group’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
Q4 		– Sell
-288,540
Closed -$6.71M – 175
2018
Q3 		$6.71M Buy
288,540
+26,043
+10% +$651K 2.75% 19
2018
Q2 		$6.97M Buy
+262,497
New +$7.55M 3.09% 13
2015
Q3 		– Sell
-90,370
Closed -$3.39M – 73
2015
Q2 		$3.39M Buy
90,370
+2,209
+3% +$88.4K 2.77% 15
2015
Q1 		$3.5M Buy
88,161
+3,440
+4% +$134K 2.89% 15
2014
Q4 		$3.35M Buy
+84,721
New +$3.34M 2.75% 15

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Gyroscope Capital Management Group's IVZ Position: Q4 2018 in Review

Gyroscope Capital Management Group sold out of Invesco (IVZ) in Q4 2018, closing a stake of 288,540 shares — an estimated $6.71M sold.

Gyroscope Capital Management Group first reported a position in IVZ in Q4 2014 and held it in 5 quarters. The position peaked at $6.97M in Q2 2018. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • Gyroscope Capital Management Group reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
  • Gyroscope Capital Management Group sold 288,540 Invesco shares in Q4 2018, an estimated $6.71M.
  • Gyroscope Capital Management Group first reported a position in Invesco in Q4 2014 and held it in 5 quarters.
  • Gyroscope Capital Management Group's Invesco position peaked at $6.97M in Q2 2018.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Gyroscope Capital Management Group's 13F filing for Q4 2018, filed 13 Feb 2019.