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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 0.29% 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

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harbour Capital Advisors's IVZ Position: Q4 2017 in Review

Harbour Capital Advisors sold out of Invesco (IVZ) in Q4 2017, closing a stake of 10,710 shares — an estimated $375K sold.

Harbour Capital Advisors first reported a position in IVZ in Q4 2014 and held it in 6 quarters. The position peaked at $502K in Q1 2015. 615 funds tracked by Wall St. Rank hold IVZ as of Q4 2017.

  • Harbour Capital Advisors reported no remaining Invesco position as of Q4 2017 after selling out during the quarter.
  • Harbour Capital Advisors sold 10,710 Invesco shares in Q4 2017, an estimated $375K.
  • Harbour Capital Advisors first reported a position in Invesco in Q4 2014 and held it in 6 quarters.
  • Harbour Capital Advisors's Invesco position peaked at $502K in Q1 2015.
  • 615 funds tracked by Wall St. Rank held Invesco as of Q4 2017.

Based on Harbour Capital Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.