Julex Capital Management’s Invesco IVZ Stock Holding History

Julex Capital 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 Q3	$1K	Buy	62 +17	+38%	+$300	﹤0.01%	157
2019 Q2	$0	Buy	+45	New	+$934	﹤0.01%	177
2019 Q1	–	Sell	-57	Closed	–	–	167
2018 Q4	$0	Buy	+57	New	+$1.14K	﹤0.01%	117

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

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

Julex Capital Management's IVZ Position: Q3 2019 in Review

Julex Capital Management increased its Invesco (IVZ) stake by 38% in Q3 2019, buying an estimated $300 and bringing the position to 62 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Julex Capital Management first reported a position in IVZ in Q4 2018 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

Julex Capital Management held 62 shares of Invesco worth $1K as of Q3 2019.
Julex Capital Management bought 17 Invesco shares in Q3 2019, an estimated $300.
Invesco made up ﹤0.01% of Julex Capital Management's portfolio in Q3 2019, its #157 holding.
Julex Capital Management first reported a position in Invesco in Q4 2018 and has held it in 3 quarters since.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.