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Lehman Financial Resources’s Invesco IVZ Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-640
Closed -$19K – 198
2015
Q3 		$19K Sell
640
-270
-30% -$9.61K 0.01% 254
2015
Q2 		$34K Hold
910
– – 0.02% 196
2015
Q1 		$36K Buy
910
+200
+28% +$7.81K 0.02% 189
2014
Q4 		$28K Sell
710
-200
-22% -$7.88K 0.01% 194
2014
Q3 		$36K Hold
910
– – 0.02% 179
2014
Q2 		$34K Buy
910
+400
+78% +$14.5K 0.02% 178
2014
Q1 		$19K Buy
510
+270
+113% +$9.36K 0.01% 231
2013
Q4 		$9K Hold
240
– – 0.01% 282
2013
Q3 		$8K Hold
240
– – 0.01% 278
2013
Q2 		$8K Buy
+240
New +$7.68K 0.01% 241

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lehman Financial Resources's IVZ Position: Q4 2015 in Review

Lehman Financial Resources sold out of Invesco (IVZ) in Q4 2015, closing a stake of 640 shares — an estimated $19K sold.

Lehman Financial Resources first reported a position in IVZ in Q2 2013 and held it in 10 quarters. The position peaked at $36K in Q1 2015. 532 funds tracked by Wall St. Rank hold IVZ as of Q4 2015.

  • Lehman Financial Resources reported no remaining Invesco position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 640 Invesco shares in Q4 2015, an estimated $19K.
  • Lehman Financial Resources first reported a position in Invesco in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Invesco position peaked at $36K in Q1 2015.
  • 532 funds tracked by Wall St. Rank held Invesco as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.