Legacy Advisors’s Invesco IVZ Stock Holding History

Legacy Advisors’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	–	Sell	-600	Closed	-$12K	–	213
2019 Q2	$12K	Buy	+600	New	+$12.5K	0.01%	294
2018 Q4	–	Sell	-3,007	Closed	-$69K	–	244
2018 Q3	$69K	Buy	+3,007	New	+$75.2K	0.03%	202

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

Legacy Advisors's IVZ Position: Q3 2019 in Review

Legacy Advisors sold out of Invesco (IVZ) in Q3 2019, closing a stake of 600 shares — an estimated $12K sold.

Legacy Advisors first reported a position in IVZ in Q3 2018 and held it in 2 quarters. The position peaked at $69K in Q3 2018. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

Legacy Advisors reported no remaining Invesco position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 600 Invesco shares in Q3 2019, an estimated $12K.
Legacy Advisors first reported a position in Invesco in Q3 2018 and held it in 2 quarters.
Legacy Advisors's Invesco position peaked at $69K in Q3 2018.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.