IPC
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Independent Portfolio Consultants’s Invesco IVZ Stock Holding History

Independent Portfolio Consultants’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
Q2 		$74K Sell
2,101
-685
-25% -$22.3K 0.03% 455
2017
Q1 		$85K Sell
2,786
-1,267
-31% -$39.6K 0.03% 481
2016
Q4 		$123K Buy
4,053
+2,825
+230% +$86.9K 0.04% 402
2016
Q3 		$38K Sell
1,228
-10
-0.8% -$294 0.01% 589
2016
Q2 		$32K Sell
1,238
-10
-0.8% -$297 0.01% 600
2016
Q1 		$38K Sell
1,248
-290
-19% -$8.37K 0.01% 611
2015
Q4 		$51K Sell
1,538
-1,110
-42% -$36.4K 0.02% 571
2015
Q3 		$83K Sell
2,648
-325
-11% -$11.6K 0.02% 487
2015
Q2 		$111K Sell
2,973
-666
-18% -$26.7K 0.02% 484
2015
Q1 		$144K Sell
3,639
-4,179
-53% -$163K 0.03% 419
2014
Q4 		$309K Sell
7,818
-8,485
-52% -$334K 0.06% 307
2014
Q3 		$644K Buy
16,303
+698
+4% +$27.5K 0.17% 174
2014
Q2 		$589K Sell
15,605
-6,130
-28% -$222K 0.16% 185
2014
Q1 		$804K Sell
21,735
-90
-0.4% -$3.12K 0.25% 116
2013
Q4 		$794K Buy
21,825
+540
+3% +$18.3K 0.28% 98
2013
Q3 		$679K Buy
21,285
+7,275
+52% +$232K 0.27% 118
2013
Q2 		$446K Buy
+14,010
New +$448K 0.2% 215

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Independent Portfolio Consultants's IVZ Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Invesco (IVZ) stake by 25% in Q2 2017, selling an estimated $22.3K and leaving 2,101 shares worth $74K. The position accounts for 0.03% of the portfolio, ranked #455.

Independent Portfolio Consultants first reported a position in IVZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $804K in Q1 2014. 565 funds tracked by Wall St. Rank hold IVZ as of Q2 2017.

  • Independent Portfolio Consultants held 2,101 shares of Invesco worth $74K as of Q2 2017.
  • Independent Portfolio Consultants sold 685 Invesco shares in Q2 2017, an estimated $22.3K.
  • Invesco made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #455 holding.
  • Independent Portfolio Consultants first reported a position in Invesco in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Invesco position peaked at $804K in Q1 2014.
  • 565 funds tracked by Wall St. Rank held Invesco as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.