MGIA
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Moneta Group Investment Advisors’s Invesco IVZ Stock Holding History

Moneta Group Investment Advisors’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
-650
Closed -$21K – 513
2018
Q1 		$21K Buy
+650
New +$22.4K ﹤0.01% 399
2015
Q4 		– Sell
-662
Closed -$21K – 278
2015
Q3 		$21K Buy
+662
New +$23.6K 0.01% 316
2015
Q2 		– Sell
-11,000
Closed -$437K – 141
2015
Q1 		$437K Hold
11,000
– – 0.19% 95
2014
Q4 		$435K Hold
11,000
– – 0.21% 83
2014
Q3 		$434K Hold
11,000
– – 0.23% 74
2014
Q2 		$415K Hold
11,000
– – 0.22% 75
2014
Q1 		$407K Hold
11,000
– – 0.24% 69
2013
Q4 		$400K Hold
11,000
– – 0.24% 72
2013
Q3 		$351K Hold
11,000
– – 0.23% 78
2013
Q2 		$350K Buy
+11,000
New +$352K 0.25% 72

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KP
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