MAS
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Madden Advisory Services’s Invesco IVZ Stock Holding History

Madden Advisory Services’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
-137
Closed -$4K – 181
2015
Q3 		$4K Hold
137
– – ﹤0.01% 264
2015
Q2 		$5K Buy
+137
New +$5.49K ﹤0.01% 253

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 $3.37T AUM 44.26% 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

Madden Advisory Services's IVZ Position: Q4 2015 in Review

Madden Advisory Services sold out of Invesco (IVZ) in Q4 2015, closing a stake of 137 shares — an estimated $4K sold.

Madden Advisory Services first reported a position in IVZ in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 532 funds tracked by Wall St. Rank hold IVZ as of Q4 2015.

  • Madden Advisory Services reported no remaining Invesco position as of Q4 2015 after selling out during the quarter.
  • Madden Advisory Services sold 137 Invesco shares in Q4 2015, an estimated $4K.
  • Madden Advisory Services first reported a position in Invesco in Q2 2015 and held it in 2 quarters.
  • Madden Advisory Services's Invesco position peaked at $5K in Q2 2015.
  • 532 funds tracked by Wall St. Rank held Invesco as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.