PSI
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Pinnacle Summer Investments’s Invesco IVZ Stock Holding History

Pinnacle Summer Investments’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
2015
Q4 		$15K Buy
+450
New +$14.7K ﹤0.01% 505
2014
Q4 		– Sell
-838
Closed -$33K – 1046
2014
Q3 		$33K Hold
838
– – ﹤0.01% 599
2014
Q2 		$32K Buy
+838
New +$30.3K ﹤0.01% 568
2014
Q1 		– Sell
-347
Closed -$13K – 991
2013
Q4 		$13K Buy
+347
New +$11.8K ﹤0.01% 693

Other funds holding IVZ

LTI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return