KIG
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Kessler Investment Group’s Invesco IVZ Stock Holding History

Kessler Investment Group’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
Q2 		– Sell
-27,823
Closed -$891K – 177
2018
Q1 		$891K Sell
27,823
-3,157
-10% -$109K 1.13% 40
2017
Q4 		$1.13M Buy
+30,980
New +$1.12M 1.42% 25

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kessler Investment Group's IVZ Position: Q2 2018 in Review

Kessler Investment Group sold out of Invesco (IVZ) in Q2 2018, closing a stake of 27,823 shares — an estimated $891K sold.

Kessler Investment Group first reported a position in IVZ in Q4 2017 and held it in 2 quarters. The position peaked at $1.13M in Q4 2017. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

  • Kessler Investment Group reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
  • Kessler Investment Group sold 27,823 Invesco shares in Q2 2018, an estimated $891K.
  • Kessler Investment Group first reported a position in Invesco in Q4 2017 and held it in 2 quarters.
  • Kessler Investment Group's Invesco position peaked at $1.13M in Q4 2017.
  • 563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Kessler Investment Group's 13F filing for Q2 2018, filed 25 Jul 2018.