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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Moneta Group Investment Advisors's IVZ Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Invesco (IVZ) in Q2 2018, closing a stake of 650 shares — an estimated $21K sold.

Moneta Group Investment Advisors first reported a position in IVZ in Q2 2013 and held it in 10 quarters. The position peaked at $437K in Q1 2015. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

Moneta Group Investment Advisors reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
Moneta Group Investment Advisors sold 650 Invesco shares in Q2 2018, an estimated $21K.
Moneta Group Investment Advisors first reported a position in Invesco in Q2 2013 and held it in 10 quarters.
Moneta Group Investment Advisors's Invesco position peaked at $437K in Q1 2015.
563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.