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Mountain Capital Investment Advisors’s Invesco IVZ Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-310
Closed -$11K – 218
2017
Q3 		$11K Hold
310
– – 0.01% 256
2017
Q2 		$11K Buy
+310
New +$10.1K 0.01% 288

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mountain Capital Investment Advisors's IVZ Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Invesco (IVZ) in Q4 2017, closing a stake of 310 shares — an estimated $11K sold.

Mountain Capital Investment Advisors first reported a position in IVZ in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q3 2017. 614 funds tracked by Wall St. Rank hold IVZ as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Invesco position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 310 Invesco shares in Q4 2017, an estimated $11K.
  • Mountain Capital Investment Advisors first reported a position in Invesco in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Invesco position peaked at $11K in Q3 2017.
  • 614 funds tracked by Wall St. Rank held Invesco as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.