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Jaffetilchin Investment Partners’s Invesco IVZ Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-11,591
Closed -$406K – 265
2017
Q3 		$406K Buy
+11,591
New +$396K 0.1% 190
2017
Q2 		– Sell
-8,930
Closed -$274K – 260
2017
Q1 		$274K Buy
8,930
+2,136
+31% +$66.8K 0.07% 215
2016
Q4 		$206K Buy
+6,794
New +$209K 0.06% 227

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jaffetilchin Investment Partners's IVZ Position: Q4 2017 in Review

Jaffetilchin Investment Partners sold out of Invesco (IVZ) in Q4 2017, closing a stake of 11,591 shares — an estimated $406K sold.

Jaffetilchin Investment Partners first reported a position in IVZ in Q4 2016 and held it in 3 quarters. The position peaked at $406K in Q3 2017. 615 funds tracked by Wall St. Rank hold IVZ as of Q4 2017.

  • Jaffetilchin Investment Partners reported no remaining Invesco position as of Q4 2017 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 11,591 Invesco shares in Q4 2017, an estimated $406K.
  • Jaffetilchin Investment Partners first reported a position in Invesco in Q4 2016 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's Invesco position peaked at $406K in Q3 2017.
  • 615 funds tracked by Wall St. Rank held Invesco as of Q4 2017.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2017, filed 10 Jan 2018.