Linscomb Wealth’s Invesco IVZ Stock Holding History

Linscomb Wealth’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
2018 Q1	–	Sell	-5,781	Closed	-$211K	–	272
2017 Q4	$211K	Buy	+5,781	New	+$209K	0.02%	264

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

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

Linscomb Wealth's IVZ Position: Q1 2018 in Review

Linscomb Wealth sold out of Invesco (IVZ) in Q1 2018, closing a stake of 5,781 shares — an estimated $211K sold.

Linscomb Wealth first reported a position in IVZ in Q4 2017 and held it in 1 quarter. The position peaked at $211K in Q4 2017. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

Linscomb Wealth reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
Linscomb Wealth sold 5,781 Invesco shares in Q1 2018, an estimated $211K.
Linscomb Wealth first reported a position in Invesco in Q4 2017 and held it in 1 quarter.
Linscomb Wealth's Invesco position peaked at $211K in Q4 2017.
589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Linscomb Wealth's 13F filing for Q1 2018, filed 4 May 2018.