LYV
IVZ icon

Live Your Vision’s Invesco IVZ Stock Holding History

Live Your Vision’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
Q3 		– Sell
-100
Closed -$3.42K – 296
2017
Q2 		$3K Hold
100
– – ﹤0.01% 251
2017
Q1 		$3K Hold
100
– – ﹤0.01% 261
2016
Q4 		$3K Buy
100
+50
+100% +$1.54K ﹤0.01% 254
2016
Q3 		$2K Buy
+50
New +$1.47K ﹤0.01% 270
2015
Q4 		– Sell
-50
Closed -$2K – 180
2015
Q3 		$2K Buy
+50
New +$1.78K ﹤0.01% 280

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Live Your Vision's IVZ Position: Q3 2017 in Review

Live Your Vision sold out of Invesco (IVZ) in Q3 2017, closing a stake of 100 shares — an estimated $3.42K sold.

Live Your Vision first reported a position in IVZ in Q3 2015 and held it in 5 quarters. The position peaked at $3K in Q2 2017. 545 funds tracked by Wall St. Rank hold IVZ as of Q3 2017.

  • Live Your Vision reported no remaining Invesco position as of Q3 2017 after selling out during the quarter.
  • Live Your Vision sold 100 Invesco shares in Q3 2017, an estimated $3.42K.
  • Live Your Vision first reported a position in Invesco in Q3 2015 and held it in 5 quarters.
  • Live Your Vision's Invesco position peaked at $3K in Q2 2017.
  • 545 funds tracked by Wall St. Rank held Invesco as of Q3 2017.

Based on Live Your Vision's 13F filing for Q3 2017, filed 13 Nov 2017.