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Institutional & Family Asset Management’s Invesco IVZ Stock Holding History

Institutional & Family Asset 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
2019
Q1 		– Sell
-368
Closed -$6K – 862
2018
Q4 		$6K Hold
368
– – ﹤0.01% 566
2018
Q3 		$8K Hold
368
– – ﹤0.01% 558
2018
Q2 		$10K Hold
368
– – ﹤0.01% 530
2018
Q1 		$12K Buy
+368
New +$12.7K ﹤0.01% 475

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Institutional & Family Asset Management's IVZ Position: Q1 2019 in Review

Institutional & Family Asset Management sold out of Invesco (IVZ) in Q1 2019, closing a stake of 368 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in IVZ in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q1 2018. 523 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

  • Institutional & Family Asset Management reported no remaining Invesco position as of Q1 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 368 Invesco shares in Q1 2019, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in Invesco in Q1 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's Invesco position peaked at $12K in Q1 2018.
  • 523 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on Institutional & Family Asset Management's 13F filing for Q1 2019, filed 13 May 2019.