Mitsubishi UFJ Securities’s Invesco IVZ Stock Holding History

Mitsubishi UFJ Securities’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
2020 Q2	–	Sell	-15,020	Closed	-$136K	–	7
2020 Q1	$136K	Buy	+15,020	New	+$228K	6.31%	4

Other funds holding IVZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mitsubishi UFJ Securities's IVZ Position: Q2 2020 in Review

Mitsubishi UFJ Securities sold out of Invesco (IVZ) in Q2 2020, closing a stake of 15,020 shares — an estimated $136K sold.

Mitsubishi UFJ Securities first reported a position in IVZ in Q1 2020 and held it in 1 quarter. The position peaked at $136K in Q1 2020. 450 funds tracked by Wall St. Rank hold IVZ as of Q2 2020.

Mitsubishi UFJ Securities reported no remaining Invesco position as of Q2 2020 after selling out during the quarter.
Mitsubishi UFJ Securities sold 15,020 Invesco shares in Q2 2020, an estimated $136K.
Mitsubishi UFJ Securities first reported a position in Invesco in Q1 2020 and held it in 1 quarter.
Mitsubishi UFJ Securities's Invesco position peaked at $136K in Q1 2020.
450 funds tracked by Wall St. Rank held Invesco as of Q2 2020.

Based on Mitsubishi UFJ Securities's 13F filing for Q2 2020, filed 14 Aug 2020.