NEXT Financial Holdings’s Invesco IVZ Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$3K	Buy	+150	New	+$2.81K	﹤0.01%	1379

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NEXT Financial Holdings's IVZ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco (IVZ) in Q1 2019: 150 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

522 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

NEXT Financial Holdings held 150 shares of Invesco worth $3K as of Q1 2019.
Invesco was a new NEXT Financial Holdings position in Q1 2019.
Invesco made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1379 holding.
522 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.