JT Stratford LLC’s Invesco IVZ Stock Holding History

JT Stratford LLC’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 Q4	–	Sell	-17,015	Closed	-$288K	–	157
2019 Q3	$288K	Buy	17,015 +662	+4%	+$11.7K	0.16%	118
2019 Q2	$335K	Buy	+16,353	New	+$339K	0.19%	100

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JT Stratford LLC's IVZ Position: Q4 2019 in Review

JT Stratford LLC sold out of Invesco (IVZ) in Q4 2019, closing a stake of 17,015 shares — an estimated $288K sold.

JT Stratford LLC first reported a position in IVZ in Q2 2019 and held it in 2 quarters. The position peaked at $335K in Q2 2019. 520 funds tracked by Wall St. Rank hold IVZ as of Q4 2019.

JT Stratford LLC reported no remaining Invesco position as of Q4 2019 after selling out during the quarter.
JT Stratford LLC sold 17,015 Invesco shares in Q4 2019, an estimated $288K.
JT Stratford LLC first reported a position in Invesco in Q2 2019 and held it in 2 quarters.
JT Stratford LLC's Invesco position peaked at $335K in Q2 2019.
520 funds tracked by Wall St. Rank held Invesco as of Q4 2019.

Based on JT Stratford LLC's 13F filing for Q4 2019, filed 14 Feb 2020.