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Marvin & Palmer Associates’s Invesco IVZ Stock Holding History

Marvin & Palmer Associates’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
-52,000
Closed -$1.66M – 73
2013
Q3 		$1.66M Sell
52,000
-25,400
-33% -$811K 1.09% 33
2013
Q2 		$2.46M Buy
+77,400
New +$2.48M 1.34% 30

Other funds holding IVZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Marvin & Palmer Associates's IVZ Position: Q4 2013 in Review

Marvin & Palmer Associates sold out of Invesco (IVZ) in Q4 2013, closing a stake of 52,000 shares — an estimated $1.66M sold.

Marvin & Palmer Associates first reported a position in IVZ in Q2 2013 and held it in 2 quarters. The position peaked at $2.46M in Q2 2013. 475 funds tracked by Wall St. Rank hold IVZ as of Q4 2013.

  • Marvin & Palmer Associates reported no remaining Invesco position as of Q4 2013 after selling out during the quarter.
  • Marvin & Palmer Associates sold 52,000 Invesco shares in Q4 2013, an estimated $1.66M.
  • Marvin & Palmer Associates first reported a position in Invesco in Q2 2013 and held it in 2 quarters.
  • Marvin & Palmer Associates's Invesco position peaked at $2.46M in Q2 2013.
  • 475 funds tracked by Wall St. Rank held Invesco as of Q4 2013.

Based on Marvin & Palmer Associates's 13F filing for Q4 2013, filed 14 Feb 2014.