PEAK6 Group’s Invesco IVZ Stock Holding History

PEAK6 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
2018 Q2	$783K	Buy	+29,490	New	+$848K	﹤0.01%	2185
2016 Q3	–	Sell	-50,628	Closed	-$1.49M	–	4473
2016 Q2	$1.29M	Buy	+50,628	New	+$1.5M	0.01%	1585
2015 Q2	–	Sell	-64,451	Closed	-$2.58M	–	5235
2015 Q1	$2.56M	Sell	64,451 -8,862	-12%	-$346K	0.02%	1080
2014 Q4	$2.9M	Buy	73,313 +53,913	+278%	+$2.12M	0.02%	1011
2014 Q3	$766K	Buy	+19,400	New	+$763K	0.01%	2072
2014 Q2	–	Sell	-9,100	Closed	-$329K	–	4855
2014 Q1	$337K	Buy	+9,100	New	+$315K	﹤0.01%	2920
2013 Q4	–	Sell	-34,792	Closed	-$1.18M	–	5141
2013 Q3	$556K	Sell	34,792 -35,365	-50%	-$1.13M	﹤0.01%	2725
2013 Q2	$2.23K	Buy	+70,157	New	+$2.24M	0.01%	1427

Other funds holding IVZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PEAK6 Group's IVZ Position: Q2 2018 in Review

PEAK6 Group opened a new position in Invesco (IVZ) in Q2 2018: 29,490 shares worth $783K. The stake represents ﹤0.01% of the portfolio and ranks #2185 among its holdings. This is a return to the name: PEAK6 Group previously reported a position in IVZ as recently as Q2 2016.

PEAK6 Group first reported a position in IVZ in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.9M in Q4 2014. 563 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

PEAK6 Group held 29,490 shares of Invesco worth $783K as of Q2 2018.
Invesco was a new PEAK6 Group position in Q2 2018.
Invesco made up ﹤0.01% of PEAK6 Group's portfolio in Q2 2018, its #2185 holding.
PEAK6 Group first reported a position in Invesco in Q2 2013 and has held it in 8 quarters since.
PEAK6 Group's Invesco position peaked at $2.9M in Q4 2014.
563 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on PEAK6 Group's 13F filing for Q2 2018, filed 15 Aug 2018.