IMA Advisory Services’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-144
Closed -$4K 403
2018
Q2
$4K Buy
+144
New +$4.14K ﹤0.01% 350
2016
Q1
Sell
-8,940
Closed -$286K 117
2015
Q4
$286K Sell
8,940
-560
-6% -$18.3K 0.17% 96
2015
Q3
$285K Sell
9,500
-270
-3% -$9.61K 0.18% 95
2015
Q2
$366K Buy
+9,770
New +$391K 0.17% 101

Other funds holding IVZ

IMA Advisory Services's IVZ Position: Q3 2018 in Review

IMA Advisory Services sold out of Invesco (IVZ) in Q3 2018, closing a stake of 144 shares — an estimated $4K sold.

IMA Advisory Services first reported a position in IVZ in Q2 2015 and held it in 4 quarters. The position peaked at $366K in Q2 2015. 565 funds tracked by Wall St. Rank hold IVZ as of Q3 2018.

  • IMA Advisory Services reported no remaining Invesco position as of Q3 2018 after selling out during the quarter.
  • IMA Advisory Services sold 144 Invesco shares in Q3 2018, an estimated $4K.
  • IMA Advisory Services first reported a position in Invesco in Q2 2015 and held it in 4 quarters.
  • IMA Advisory Services's Invesco position peaked at $366K in Q2 2015.
  • 565 funds tracked by Wall St. Rank held Invesco as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.