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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Old Mutual Customised Solutions's IVZ Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its Invesco (IVZ) stake by 18% in Q2 2018, buying an estimated $138K and bringing the position to 31,500 shares worth $837K. The position accounts for 0.08% of the portfolio, ranked #276.

Old Mutual Customised Solutions first reported a position in IVZ in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.1M in Q4 2017. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

Old Mutual Customised Solutions held 31,500 shares of Invesco worth $837K as of Q2 2018.
Old Mutual Customised Solutions bought 4,800 Invesco shares in Q2 2018, an estimated $138K.
Invesco made up 0.08% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #276 holding.
Old Mutual Customised Solutions first reported a position in Invesco in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Invesco position peaked at $1.1M in Q4 2017.
563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.