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Patten Group’s Invesco IVZ Stock Holding History

Patten Group’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
2016
Q4 		– Sell
-68
Closed -$2.06K – 629
2016
Q3 		$2.06K Hold
68
– – ﹤0.01% 587
2016
Q2 		$1.74K Hold
68
– – ﹤0.01% 594
2016
Q1 		$2.09K Sell
68
-84
-55% -$2.42K ﹤0.01% 604
2015
Q4 		$5.09K Hold
152
– – ﹤0.01% 561
2015
Q3 		$4.75K Buy
+152
New +$5.41K ﹤0.01% 501

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Patten Group's IVZ Position: Q4 2016 in Review

Patten Group sold out of Invesco (IVZ) in Q4 2016, closing a stake of 68 shares — an estimated $2.06K sold.

Patten Group first reported a position in IVZ in Q3 2015 and held it in 5 quarters. The position peaked at $5.09K in Q4 2015. 548 funds tracked by Wall St. Rank hold IVZ as of Q4 2016.

  • Patten Group reported no remaining Invesco position as of Q4 2016 after selling out during the quarter.
  • Patten Group sold 68 Invesco shares in Q4 2016, an estimated $2.06K.
  • Patten Group first reported a position in Invesco in Q3 2015 and held it in 5 quarters.
  • Patten Group's Invesco position peaked at $5.09K in Q4 2015.
  • 548 funds tracked by Wall St. Rank held Invesco as of Q4 2016.

Based on Patten Group's 13F filing for Q4 2016, filed 10 Feb 2017.