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Indices-Pac Research Corporation’s Invesco IVZ Stock Holding History

Indices-Pac Research Corporation’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
2013
Q3 		– Sell
-8,676
Closed -$276K – 206
2013
Q2 		$276K Buy
+8,676
New +$278K 0.18% 162

Other funds holding IVZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Indices-Pac Research Corporation's IVZ Position: Q3 2013 in Review

Indices-Pac Research Corporation sold out of Invesco (IVZ) in Q3 2013, closing a stake of 8,676 shares — an estimated $276K sold.

Indices-Pac Research Corporation first reported a position in IVZ in Q2 2013 and held it in 1 quarter. The position peaked at $276K in Q2 2013. 427 funds tracked by Wall St. Rank hold IVZ as of Q3 2013.

  • Indices-Pac Research Corporation reported no remaining Invesco position as of Q3 2013 after selling out during the quarter.
  • Indices-Pac Research Corporation sold 8,676 Invesco shares in Q3 2013, an estimated $276K.
  • Indices-Pac Research Corporation first reported a position in Invesco in Q2 2013 and held it in 1 quarter.
  • Indices-Pac Research Corporation's Invesco position peaked at $276K in Q2 2013.
  • 427 funds tracked by Wall St. Rank held Invesco as of Q3 2013.

Based on Indices-Pac Research Corporation's 13F filing for Q3 2013, filed 14 Nov 2013.