Kistler-Tiffany Companies’s Invesco IVZ Stock Holding History

Kistler-Tiffany Companies’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
2017 Q1	–	Sell	-90	Closed	-$3K	–	520
2016 Q4	$3K	Hold	90	–	–	﹤0.01%	470
2016 Q3	$3K	Sell	90 -57	-39%	-$1.68K	﹤0.01%	497
2016 Q2	$4K	Buy	147 +57	+63%	+$1.69K	﹤0.01%	487
2016 Q1	$3K	Hold	90	–	–	﹤0.01%	489
2015 Q4	$3K	Sell	90 -758	-89%	-$24.8K	﹤0.01%	527
2015 Q3	$26K	Buy	848 +6	+0.7%	+$213	0.02%	322
2015 Q2	$32K	Buy	842 +5	+0.6%	+$200	0.02%	315
2015 Q1	$33K	Buy	837 +606	+262%	+$23.7K	0.02%	291
2014 Q4	$9K	Hold	231	–	–	0.01%	449
2014 Q3	$9K	Hold	231	–	–	0.01%	462
2014 Q2	$9K	Hold	231	–	–	0.01%	445
2014 Q1	$9K	Hold	231	–	–	0.01%	435
2013 Q4	$8K	Hold	231	–	–	0.01%	460
2013 Q3	$7K	Hold	231	–	–	0.01%	463
2013 Q2	$7K	Buy	+231	New	+$7.39K	0.01%	454

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kistler-Tiffany Companies's IVZ Position: Q1 2017 in Review

Kistler-Tiffany Companies sold out of Invesco (IVZ) in Q1 2017, closing a stake of 90 shares — an estimated $3K sold.

Kistler-Tiffany Companies first reported a position in IVZ in Q2 2013 and held it in 15 quarters. The position peaked at $33K in Q1 2015. 541 funds tracked by Wall St. Rank hold IVZ as of Q1 2017.

Kistler-Tiffany Companies reported no remaining Invesco position as of Q1 2017 after selling out during the quarter.
Kistler-Tiffany Companies sold 90 Invesco shares in Q1 2017, an estimated $3K.
Kistler-Tiffany Companies first reported a position in Invesco in Q2 2013 and held it in 15 quarters.
Kistler-Tiffany Companies's Invesco position peaked at $33K in Q1 2015.
541 funds tracked by Wall St. Rank held Invesco as of Q1 2017.

Based on Kistler-Tiffany Companies's 13F filing for Q1 2017, filed 4 May 2017.