NEI
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Northwest & Ethical Investments’s Invesco IVZ Stock Holding History

Northwest & Ethical Investments’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
Q2 		– Sell
-29,504
Closed -$944K – 370
2018
Q1 		$944K Buy
29,504
+24,700
+514% +$852K 0.06% 278
2017
Q4 		$176K Buy
4,804
+1,400
+41% +$50.7K 0.01% 314
2017
Q3 		$144K Buy
3,404
+1,700
+100% +$58.1K 0.01% 327
2017
Q2 		$60K Hold
1,704
– – ﹤0.01% 359
2017
Q1 		$52.2K Sell
1,704
-900
-35% -$28.1K ﹤0.01% 377
2016
Q4 		$79K Buy
+2,604
New +$80.1K 0.01% 359

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return