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Pineno Levin & Ford Asset Management’s Invesco IVZ Stock Holding History

Pineno Levin & Ford Asset 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
2018
Q2 		– Sell
-7,096
Closed -$227K – 104
2018
Q1 		$227K Hold
7,096
– – 0.1% 98
2017
Q4 		$259K Buy
+7,096
New +$257K 0.11% 90

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pineno Levin & Ford Asset Management's IVZ Position: Q2 2018 in Review

Pineno Levin & Ford Asset Management sold out of Invesco (IVZ) in Q2 2018, closing a stake of 7,096 shares — an estimated $227K sold.

Pineno Levin & Ford Asset Management first reported a position in IVZ in Q4 2017 and held it in 2 quarters. The position peaked at $259K in Q4 2017. 564 funds tracked by Wall St. Rank hold IVZ as of Q2 2018.

  • Pineno Levin & Ford Asset Management reported no remaining Invesco position as of Q2 2018 after selling out during the quarter.
  • Pineno Levin & Ford Asset Management sold 7,096 Invesco shares in Q2 2018, an estimated $227K.
  • Pineno Levin & Ford Asset Management first reported a position in Invesco in Q4 2017 and held it in 2 quarters.
  • Pineno Levin & Ford Asset Management's Invesco position peaked at $259K in Q4 2017.
  • 564 funds tracked by Wall St. Rank held Invesco as of Q2 2018.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q2 2018, filed 2 Aug 2018.