Loeb Partners Corp’s Invesco IVZ Stock Holding History

Loeb Partners Corp’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
2013 Q4	–	Sell	-62,000	Closed	-$1.98M	–	195
2013 Q3	$1.98M	Buy	+62,000	New	+$1.98M	0.67%	43

Other funds holding IVZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

Loeb Partners Corp's IVZ Position: Q4 2013 in Review

Loeb Partners Corp sold out of Invesco (IVZ) in Q4 2013, closing a stake of 62,000 shares — an estimated $1.98M sold.

Loeb Partners Corp first reported a position in IVZ in Q3 2013 and held it in 1 quarter. The position peaked at $1.98M in Q3 2013. 474 funds tracked by Wall St. Rank hold IVZ as of Q4 2013.

Loeb Partners Corp reported no remaining Invesco position as of Q4 2013 after selling out during the quarter.
Loeb Partners Corp sold 62,000 Invesco shares in Q4 2013, an estimated $1.98M.
Loeb Partners Corp first reported a position in Invesco in Q3 2013 and held it in 1 quarter.
Loeb Partners Corp's Invesco position peaked at $1.98M in Q3 2013.
474 funds tracked by Wall St. Rank held Invesco as of Q4 2013.

Based on Loeb Partners Corp's 13F filing for Q4 2013, filed 13 Feb 2014.