PIM
IVZ icon

Parasol Investment Management’s Invesco IVZ Stock Holding History

Parasol Investment 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
Q2 		– Sell
-337
Closed -$13K – 265
2015
Q1 		$13K Hold
337
– – 0.01% 186
2014
Q4 		$13K Hold
337
– – 0.01% 209
2014
Q3 		$13K Hold
337
– – 0.01% 194
2014
Q2 		$13K Buy
+337
New +$12.2K 0.01% 197

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parasol Investment Management's IVZ Position: Q2 2015 in Review

Parasol Investment Management sold out of Invesco (IVZ) in Q2 2015, closing a stake of 337 shares — an estimated $13K sold.

Parasol Investment Management first reported a position in IVZ in Q2 2014 and held it in 4 quarters. The position peaked at $13K in Q1 2015. 556 funds tracked by Wall St. Rank hold IVZ as of Q2 2015.

  • Parasol Investment Management reported no remaining Invesco position as of Q2 2015 after selling out during the quarter.
  • Parasol Investment Management sold 337 Invesco shares in Q2 2015, an estimated $13K.
  • Parasol Investment Management first reported a position in Invesco in Q2 2014 and held it in 4 quarters.
  • Parasol Investment Management's Invesco position peaked at $13K in Q1 2015.
  • 556 funds tracked by Wall St. Rank held Invesco as of Q2 2015.

Based on Parasol Investment Management's 13F filing for Q2 2015, filed 13 Jul 2015.