NCCM
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Nine Chapters Capital Management’s Invesco IVZ Stock Holding History

Nine Chapters Capital Management’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
2015
Q4 		– Sell
-61,500
Closed -$1.92M – 277
2015
Q3 		$1.92M Sell
61,500
-134,400
-69% -$4.78M 0.17% 171
2015
Q2 		$7.34M Buy
+195,900
New +$7.84M 0.62% 18
2015
Q1 		– Sell
-63,300
Closed -$2.5M – 1049
2014
Q4 		$2.5M Buy
+63,300
New +$2.49M 0.22% 124
2014
Q1 		– Sell
-68,800
Closed -$2.5M – 888
2013
Q4 		$2.5M Buy
+68,800
New +$2.33M 0.25% 105
2013
Q3 		– Sell
-34,900
Closed -$1.11M – 829
2013
Q2 		$1.11M Buy
+34,900
New +$1.12M 0.19% 162

Other funds holding IVZ

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return