JIR
INVT

James Investment Research’s Inventergy Global, Inc. INVT Stock Holding History

James Investment Research’s Portfolio INVT Stock Details INVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-355
Closed -$36K – 542
2014
Q1 		$36K Hold
355
– – ﹤0.01% 398
2013
Q4 		$17K Hold
355
– – ﹤0.01% 446
2013
Q3 		$7K Buy
+355
New +$7.01K ﹤0.01% 506

Other funds holding INVT

DA
DSC Advisors Chicago, Illinois $11M AUM 5.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

James Investment Research's INVT Position: Q2 2014 in Review

James Investment Research sold out of Inventergy Global, Inc. (INVT) in Q2 2014, closing a stake of 355 shares — an estimated $36K sold.

James Investment Research first reported a position in INVT in Q3 2013 and held it in 3 quarters. The position peaked at $36K in Q1 2014. 10 funds tracked by Wall St. Rank hold INVT as of Q2 2014.

  • James Investment Research reported no remaining Inventergy Global, Inc. position as of Q2 2014 after selling out during the quarter.
  • James Investment Research sold 355 Inventergy Global, Inc. shares in Q2 2014, an estimated $36K.
  • James Investment Research first reported a position in Inventergy Global, Inc. in Q3 2013 and held it in 3 quarters.
  • James Investment Research's Inventergy Global, Inc. position peaked at $36K in Q1 2014.
  • 10 funds tracked by Wall St. Rank held Inventergy Global, Inc. as of Q2 2014.

Based on James Investment Research's 13F filing for Q2 2014, filed 22 Jul 2014.