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Pittenger & Anderson Inc’s Invesco IVZ Stock Holding History

Pittenger & Anderson Inc’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
2016
Q1 		– Sell
-10,000
Closed -$335K – 399
2015
Q4 		$335K Hold
10,000
– – 0.04% 222
2015
Q3 		$312K Buy
+10,000
New +$356K 0.04% 236

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pittenger & Anderson Inc's IVZ Position: Q1 2016 in Review

Pittenger & Anderson Inc sold out of Invesco (IVZ) in Q1 2016, closing a stake of 10,000 shares — an estimated $335K sold.

Pittenger & Anderson Inc first reported a position in IVZ in Q3 2015 and held it in 2 quarters. The position peaked at $335K in Q4 2015. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2016.

  • Pittenger & Anderson Inc reported no remaining Invesco position as of Q1 2016 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 10,000 Invesco shares in Q1 2016, an estimated $335K.
  • Pittenger & Anderson Inc first reported a position in Invesco in Q3 2015 and held it in 2 quarters.
  • Pittenger & Anderson Inc's Invesco position peaked at $335K in Q4 2015.
  • 518 funds tracked by Wall St. Rank held Invesco as of Q1 2016.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2016, filed 13 May 2016.