NLI
IVZ icon

Nippon Life Insurance’s Invesco IVZ Stock Holding History

Nippon Life Insurance’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
-38,508
Closed -$1.35M – 166
2017
Q3 		$1.35M Buy
38,508
+67
+0.2% +$2.29K 0.03% 240
2017
Q2 		$1.35M Sell
38,441
-1,785
-4% -$58.2K 0.03% 233
2017
Q1 		$1.23M Sell
40,226
-3,258
-7% -$102K 0.02% 260
2016
Q4 		$1.32M Sell
43,484
-292
-0.7% -$8.98K 0.03% 254
2016
Q3 		$1.37M Sell
43,776
-1,597
-4% -$46.9K 0.03% 231
2016
Q2 		$1.16M Sell
45,373
-7,622
-14% -$226K 0.03% 245
2016
Q1 		$1.63M Sell
52,995
-107
-0.2% -$3.09K 0.04% 186
2015
Q4 		$1.78M Sell
53,102
-514
-1% -$16.8K 0.05% 178
2015
Q3 		$1.67M Buy
53,616
+358
+0.7% +$12.7K 0.04% 194
2015
Q2 		$2M Sell
53,258
-3,999
-7% -$160K 0.05% 190
2015
Q1 		$2.27M Buy
57,257
+743
+1% +$29K 0.06% 172
2014
Q4 		$2.23M Buy
56,514
+3,195
+6% +$126K 0.05% 177
2014
Q3 		$2.1M Sell
53,319
-10,123
-16% -$398K 0.05% 187
2014
Q2 		$2.4M Sell
63,442
-5,875
-8% -$213K 0.06% 187
2014
Q1 		$2.56M Sell
69,317
-1,360
-2% -$47.1K 0.07% 159
2013
Q4 		$2.57M Sell
70,677
-7,173
-9% -$243K 0.07% 159
2013
Q3 		$2.48M Sell
77,850
-1,326
-2% -$42.3K 0.08% 147
2013
Q2 		$2.52M Buy
+79,176
New +$2.53M 0.08% 156

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $2.3T AUM 54.33% 1-Year Est. Return

Nippon Life Insurance's IVZ Position: Q4 2017 in Review

Nippon Life Insurance sold out of Invesco (IVZ) in Q4 2017, closing a stake of 38,508 shares — an estimated $1.35M sold.

Nippon Life Insurance first reported a position in IVZ in Q2 2013 and held it in 18 quarters. The position peaked at $2.57M in Q4 2013. 615 funds tracked by Wall St. Rank hold IVZ as of Q4 2017.

  • Nippon Life Insurance reported no remaining Invesco position as of Q4 2017 after selling out during the quarter.
  • Nippon Life Insurance sold 38,508 Invesco shares in Q4 2017, an estimated $1.35M.
  • Nippon Life Insurance first reported a position in Invesco in Q2 2013 and held it in 18 quarters.
  • Nippon Life Insurance's Invesco position peaked at $2.57M in Q4 2013.
  • 615 funds tracked by Wall St. Rank held Invesco as of Q4 2017.

Based on Nippon Life Insurance's 13F filing for Q4 2017, filed 13 Feb 2018.