Midas Management’s Invesco IVZ Stock Holding History

Midas 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 Q1	–	Sell	-39,000	Closed	-$1.43M	–	129
2017 Q4	$1.43M	Hold	39,000	–	–	0.57%	92
2017 Q3	$1.37M	Hold	39,000	–	–	0.72%	74
2017 Q2	$1.37M	Hold	39,000	–	–	0.73%	68
2017 Q1	$1.19M	Hold	39,000	–	–	0.63%	79
2016 Q4	$1.18M	Hold	39,000	–	–	0.56%	91
2016 Q3	$1.22M	Hold	39,000	–	–	0.75%	63
2016 Q2	$996K	Hold	39,000	–	–	0.56%	90
2016 Q1	$1.2M	Hold	39,000	–	–	0.62%	68
2015 Q4	$1.31M	Hold	39,000	–	–	0.78%	61
2015 Q3	$1.22M	Hold	39,000	–	–	0.79%	68
2015 Q2	$1.46M	Hold	39,000	–	–	0.79%	72
2015 Q1	$1.55M	Buy	+39,000	New	+$1.52M	0.77%	70
2014 Q2	–	Sell	-25,402	Closed	-$940K	–	135
2014 Q1	$940K	Hold	25,402	–	–	0.44%	106
2013 Q4	$925K	Buy	25,402 +5,402	+27%	+$183K	0.44%	107
2013 Q3	$638K	Hold	20,000	–	–	0.41%	106
2013 Q2	$636K	Buy	+20,000	New	+$640K	0.42%	104

Other funds holding IVZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Midas Management's IVZ Position: Q1 2018 in Review

Midas Management sold out of Invesco (IVZ) in Q1 2018, closing a stake of 39,000 shares — an estimated $1.43M sold.

Midas Management first reported a position in IVZ in Q2 2013 and held it in 16 quarters. The position peaked at $1.55M in Q1 2015. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

Midas Management reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
Midas Management sold 39,000 Invesco shares in Q1 2018, an estimated $1.43M.
Midas Management first reported a position in Invesco in Q2 2013 and held it in 16 quarters.
Midas Management's Invesco position peaked at $1.55M in Q1 2015.
589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Midas Management's 13F filing for Q1 2018, filed 16 Apr 2018.