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Piedmont Investment Advisors’s Invesco IVZ Stock Holding History

Piedmont Investment Advisors’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
Q3 		– Sell
-8,418
Closed -$224K – 1656
2018
Q2 		$224K Buy
+8,418
New +$242K 0.01% 775
2017
Q1 		– Sell
-1,154
Closed -$35K – 523
2016
Q4 		$35K Buy
1,154
+1,149
+22,980% +$35.3K ﹤0.01% 490
2016
Q3 		$156 Hold
5
– – ﹤0.01% 621
2016
Q2 		$127 Buy
+5
New +$148 ﹤0.01% 603

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Piedmont Investment Advisors's IVZ Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Invesco (IVZ) in Q3 2018, closing a stake of 8,418 shares — an estimated $224K sold.

Piedmont Investment Advisors first reported a position in IVZ in Q2 2016 and held it in 4 quarters. The position peaked at $224K in Q2 2018. 565 funds tracked by Wall St. Rank hold IVZ as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Invesco position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 8,418 Invesco shares in Q3 2018, an estimated $224K.
  • Piedmont Investment Advisors first reported a position in Invesco in Q2 2016 and held it in 4 quarters.
  • Piedmont Investment Advisors's Invesco position peaked at $224K in Q2 2018.
  • 565 funds tracked by Wall St. Rank held Invesco as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.