Hermes Investment Management’s Invesco IVZ Stock Holding History

Hermes Investment 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
2018 Q1	–	Sell	-9,600	Closed	-$351K	–	228
2017 Q4	$351K	Buy	9,600 +700	+8%	+$25.3K	0.01%	217
2017 Q3	$312K	Hold	8,900	–	–	﹤0.01%	216
2017 Q2	$313K	Buy	+8,900	New	+$290K	0.01%	209
2017 Q1	–	Sell	-8,900	Closed	-$270K	–	197
2016 Q4	$270K	Hold	8,900	–	–	﹤0.01%	220
2016 Q3	$278K	Hold	8,900	–	–	﹤0.01%	219
2016 Q2	$227K	Hold	8,900	–	–	﹤0.01%	219
2016 Q1	$279K	Hold	8,900	–	–	0.01%	219
2015 Q4	$298K	Hold	8,900	–	–	0.01%	217
2015 Q3	$278K	Hold	8,900	–	–	0.01%	210
2015 Q2	$334K	Hold	8,900	–	–	0.01%	219
2015 Q1	$353K	Hold	8,900	–	–	0.01%	214
2014 Q4	$352K	Hold	8,900	–	–	0.01%	213
2014 Q3	$351K	Hold	8,900	–	–	0.01%	208
2014 Q2	$336K	Hold	8,900	–	–	0.01%	228
2014 Q1	$329K	Hold	8,900	–	–	0.01%	229
2013 Q4	$324K	Hold	8,900	–	–	0.01%	224
2013 Q3	$284K	Hold	8,900	–	–	0.01%	218
2013 Q2	$283K	Buy	+8,900	New	+$285K	0.01%	225

Other funds holding IVZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return