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Maryland Capital Management’s Invesco IVZ Stock Holding History

Maryland Capital Management’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
Q2 		– Sell
-10,835
Closed -$347K – 174
2018
Q1 		$347K Buy
+10,835
New +$374K 0.05% 136

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Capital International Investors
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UBS Group
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
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Wellington Management Group
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Maryland Capital Management's IVZ Position: Q2 2018 in Review

Maryland Capital Management sold out of Invesco (IVZ) in Q2 2018, closing a stake of 10,835 shares — an estimated $347K sold.

Maryland Capital Management first reported a position in IVZ in Q1 2018 and held it in 1 quarter. The position peaked at $347K in Q1 2018. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

  • Maryland Capital Management reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
  • Maryland Capital Management sold 10,835 Invesco shares in Q2 2018, an estimated $347K.
  • Maryland Capital Management first reported a position in Invesco in Q1 2018 and held it in 1 quarter.
  • Maryland Capital Management's Invesco position peaked at $347K in Q1 2018.
  • 563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Maryland Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.