HCA
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Harbour Capital Advisors’s Invesco IVZ Stock Holding History

Harbour Capital Advisors’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
2017
Q4 		– Sell
-10,710
Closed -$375K – 270
2017
Q3 		$375K Buy
10,710
+960
+10% +$32.8K 0.16% 163
2017
Q2 		$343K Buy
9,750
+9,375
+2,500% +$306K 0.17% 155
2017
Q1 		$11.5K Buy
+375
New +$11.7K 0.01% 540
2015
Q3 		– Sell
-12,350
Closed -$463K – 205
2015
Q2 		$463K Sell
12,350
-300
-2% -$12K 0.3% 116
2015
Q1 		$502K Buy
12,650
+6,500
+106% +$254K 0.35% 100
2014
Q4 		$243K Buy
+6,150
New +$242K 0.17% 161

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JP Morgan Chase
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American Century Companies
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Bank of New York Mellon
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AAMU
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return