LFR
IVZ icon

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

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return