Kaizen Advisory’s Invesco IVZ Stock Holding History

Kaizen Advisory’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
2018 Q4	$21K	Buy	1,237 +196	+19%	+$3.92K	0.01%	504
2018 Q3	$24K	Hold	1,041	–	–	0.01%	497
2018 Q2	$28K	Buy	1,041 +631	+154%	+$18.2K	0.01%	471
2018 Q1	$13K	Hold	410	–	–	0.01%	426
2017 Q4	$15K	Buy	+410	New	+$14.8K	0.01%	380

Other funds holding IVZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kaizen Advisory's IVZ Position: Q4 2018 in Review

Kaizen Advisory increased its Invesco (IVZ) stake by 19% in Q4 2018, buying an estimated $3.92K and bringing the position to 1,237 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #504.

Kaizen Advisory first reported a position in IVZ in Q4 2017 and has held it in 5 quarters since. The position peaked at $28K in Q2 2018. 534 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

Kaizen Advisory held 1,237 shares of Invesco worth $21K as of Q4 2018.
Kaizen Advisory bought 196 Invesco shares in Q4 2018, an estimated $3.92K.
Invesco made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #504 holding.
Kaizen Advisory first reported a position in Invesco in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Invesco position peaked at $28K in Q2 2018.
534 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.