Rehmann Capital Advisory Group’s Invesco IVZ Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	$18.4K	Sell	1,088 -589	-35%	-$10.4K	﹤0.01%	893
2019 Q2	$34.3K	Buy	1,677 +339	+25%	+$7.04K	﹤0.01%	969
2019 Q1	$25.8K	Buy	1,338 +669	+100%	+$12.5K	﹤0.01%	1044
2018 Q4	$11.2K	Sell	669 -542	-45%	-$10.8K	﹤0.01%	1014
2018 Q3	$27.7K	Buy	1,211 +42	+4%	+$1.05K	﹤0.01%	1014
2018 Q2	$31K	Buy	1,169 +273	+30%	+$7.85K	﹤0.01%	947
2018 Q1	$29K	Buy	+896	New	+$30.9K	﹤0.01%	953

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rehmann Capital Advisory Group's IVZ Position: Q3 2019 in Review

Rehmann Capital Advisory Group reduced its Invesco (IVZ) stake by 35% in Q3 2019, selling an estimated $10.4K and leaving 1,088 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Rehmann Capital Advisory Group first reported a position in IVZ in Q1 2018 and has held it in 7 quarters since. The position peaked at $34.3K in Q2 2019. 514 funds tracked by Wall St. Rank hold IVZ as of Q3 2019.

Rehmann Capital Advisory Group held 1,088 shares of Invesco worth $18.4K as of Q3 2019.
Rehmann Capital Advisory Group sold 589 Invesco shares in Q3 2019, an estimated $10.4K.
Invesco made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #893 holding.
Rehmann Capital Advisory Group first reported a position in Invesco in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's Invesco position peaked at $34.3K in Q2 2019.
514 funds tracked by Wall St. Rank held Invesco as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.