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Raab & Moskowitz Asset Management’s Invesco IVZ Stock Holding History

Raab & Moskowitz 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
Q4 		– Sell
-148
Closed -$3K – 333
2018
Q3 		$3K Sell
148
-8,456
-98% -$211K ﹤0.01% 493
2018
Q2 		$228K Sell
8,604
-760
-8% -$21.9K 0.11% 149
2018
Q1 		$299K Sell
9,364
-2,387
-20% -$82.3K 0.15% 123
2017
Q4 		$429K Sell
11,751
-687
-6% -$24.9K 0.21% 112
2017
Q3 		$445K Sell
12,438
-9,400
-43% -$321K 0.21% 108
2017
Q2 		$732K Sell
21,838
-5,325
-20% -$174K 0.36% 81
2017
Q1 		$832K Sell
27,163
-4,529
-14% -$142K 0.43% 73
2016
Q4 		$961K Sell
31,692
-4,333
-12% -$133K 0.52% 62
2016
Q3 		$1.13M Sell
36,025
-43
-0.1% -$1.26K 0.64% 55
2016
Q2 		$921K Buy
36,068
+8,728
+32% +$259K 0.52% 65
2016
Q1 		$841K Sell
27,340
-170
-0.6% -$4.91K 0.5% 65
2015
Q4 		$921K Buy
27,510
+4,454
+19% +$146K 0.55% 58
2015
Q3 		$720K Buy
23,056
+5,723
+33% +$204K 0.47% 68
2015
Q2 		$649K Sell
17,333
-2,410
-12% -$96.5K 0.4% 73
2015
Q1 		$784K Buy
19,743
+64
+0.3% +$2.5K 0.48% 69
2014
Q4 		$778K Buy
19,679
+322
+2% +$12.7K 0.45% 66
2014
Q3 		$764K Sell
19,357
-5,733
-23% -$225K 0.37% 83
2014
Q2 		$947K Buy
25,090
+5,571
+29% +$202K 0.45% 77
2014
Q1 		$722K Buy
+19,519
New +$676K 0.4% 84

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Raab & Moskowitz Asset Management's IVZ Position: Q4 2018 in Review

Raab & Moskowitz Asset Management sold out of Invesco (IVZ) in Q4 2018, closing a stake of 148 shares — an estimated $3K sold.

Raab & Moskowitz Asset Management first reported a position in IVZ in Q1 2014 and held it in 19 quarters. The position peaked at $1.13M in Q3 2016. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • Raab & Moskowitz Asset Management reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 148 Invesco shares in Q4 2018, an estimated $3K.
  • Raab & Moskowitz Asset Management first reported a position in Invesco in Q1 2014 and held it in 19 quarters.
  • Raab & Moskowitz Asset Management's Invesco position peaked at $1.13M in Q3 2016.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Raab & Moskowitz Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.