MVP
IVZ icon

Missouri Valley Partners’s Invesco IVZ Stock Holding History

Missouri Valley Partners’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
Q3 		$2.25M Buy
70,414
+13,242
+23% +$423K 0.85% 44
2013
Q2 		$1.82M Buy
+57,172
New +$1.83M 0.7% 57

Other funds holding IVZ

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Missouri Valley Partners's IVZ Position: Q3 2013 in Review

Missouri Valley Partners increased its Invesco (IVZ) stake by 23% in Q3 2013, buying an estimated $423K and bringing the position to 70,414 shares worth $2.25M. The position accounts for 0.85% of the portfolio, ranked #44.

Missouri Valley Partners first reported a position in IVZ in Q2 2013 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold IVZ as of Q3 2013.

  • Missouri Valley Partners held 70,414 shares of Invesco worth $2.25M as of Q3 2013.
  • Missouri Valley Partners bought 13,242 Invesco shares in Q3 2013, an estimated $423K.
  • Invesco made up 0.85% of Missouri Valley Partners's portfolio in Q3 2013, its #44 holding.
  • Missouri Valley Partners first reported a position in Invesco in Q2 2013 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Invesco as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.