OMCS
IVZ icon

Old Mutual Customised Solutions’s Invesco IVZ Stock Holding History

Old Mutual Customised Solutions’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 		$837K Buy
31,500
+4,800
+18% +$138K 0.08% 276
2018
Q1 		$855K Sell
26,700
-3,500
-12% -$121K 0.09% 276
2017
Q4 		$1.1M Buy
30,200
+11,800
+64% +$427K 0.11% 221
2017
Q3 		$645K Hold
18,400
– – 0.09% 272
2017
Q2 		$647K Hold
18,400
– – 0.1% 256
2017
Q1 		$564K Hold
18,400
– – 0.09% 281
2016
Q4 		$558K Buy
18,400
+5,200
+39% +$160K 0.1% 249
2016
Q3 		$413K Buy
13,200
+1,700
+15% +$50K 0.12% 196
2016
Q2 		$294K Hold
11,500
– – 0.07% 317
2016
Q1 		$354K Hold
11,500
– – 0.09% 276
2015
Q4 		$385K Hold
11,500
– – 0.1% 254
2015
Q3 		$359K Hold
11,500
– – 0.1% 256
2015
Q2 		$431K Hold
11,500
– – 0.1% 245
2015
Q1 		$456K Buy
11,500
+4,700
+69% +$184K 0.11% 225
2014
Q4 		$269K Buy
6,800
+600
+10% +$23.6K 0.08% 324
2014
Q3 		$245K Sell
6,200
-1,500
-19% -$59K 0.07% 335
2014
Q2 		$291K Hold
7,700
– – 0.07% 324
2014
Q1 		$285K Hold
7,700
– – 0.07% 307
2013
Q4 		$280K Hold
7,700
– – 0.07% 306
2013
Q3 		$246K Hold
7,700
– – 0.07% 312
2013
Q2 		$245K Buy
+7,700
New +$246K 0.07% 284

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