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Penseco Financial Services’s Invesco IVZ Stock Holding History

Penseco Financial Services’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
2013
Q3 		$1K Buy
+41
New +$1.31K ﹤0.01% 339

Other funds holding IVZ

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Penseco Financial Services's IVZ Position: Q3 2013 in Review

Penseco Financial Services opened a new position in Invesco (IVZ) in Q3 2013: 41 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings.

427 funds tracked by Wall St. Rank hold IVZ as of Q3 2013.

  • Penseco Financial Services held 41 shares of Invesco worth $1K as of Q3 2013.
  • Invesco was a new Penseco Financial Services position in Q3 2013.
  • Invesco made up ﹤0.01% of Penseco Financial Services's portfolio in Q3 2013, its #339 holding.
  • 427 funds tracked by Wall St. Rank held Invesco as of Q3 2013.

Based on Penseco Financial Services's 13F filing for Q3 2013, filed 4 Oct 2013.