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 $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon

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

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return