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 $5.7T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

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

American Century Companies

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return