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Nikko Asset Management Americas’s Invesco IVZ Stock Holding History

Nikko Asset Management Americas’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
Q1 		– Sell
-3,900
Closed -$137K – 176
2017
Q4 		$137K Hold
3,900
– – ﹤0.01% 195
2017
Q3 		$137K Hold
3,900
– – 0.01% 218
2017
Q2 		$137K Hold
3,900
– – 0.01% 245
2017
Q1 		$119K Sell
3,900
-7,700
-66% -$241K 0.01% 251
2016
Q4 		$352K Buy
+11,600
New +$357K 0.03% 194

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nikko Asset Management Americas's IVZ Position: Q1 2018 in Review

Nikko Asset Management Americas sold out of Invesco (IVZ) in Q1 2018, closing a stake of 3,900 shares — an estimated $137K sold.

Nikko Asset Management Americas first reported a position in IVZ in Q4 2016 and held it in 5 quarters. The position peaked at $352K in Q4 2016. 589 funds tracked by Wall St. Rank hold IVZ as of Q1 2018.

  • Nikko Asset Management Americas reported no remaining Invesco position as of Q1 2018 after selling out during the quarter.
  • Nikko Asset Management Americas sold 3,900 Invesco shares in Q1 2018, an estimated $137K.
  • Nikko Asset Management Americas first reported a position in Invesco in Q4 2016 and held it in 5 quarters.
  • Nikko Asset Management Americas's Invesco position peaked at $352K in Q4 2016.
  • 589 funds tracked by Wall St. Rank held Invesco as of Q1 2018.

Based on Nikko Asset Management Americas's 13F filing for Q1 2018, filed 23 Apr 2018.