Rezny Wealth Management’s Invesco IVZ Stock Holding History

Rezny Wealth 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
2015 Q3	–	Sell	-122	Closed	-$4K	–	109
2015 Q2	$4K	Buy	+122	New	+$4.88K	﹤0.01%	62

Other funds holding IVZ

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Rezny Wealth Management's IVZ Position: Q3 2015 in Review

Rezny Wealth Management sold out of Invesco (IVZ) in Q3 2015, closing a stake of 122 shares — an estimated $4K sold.

Rezny Wealth Management first reported a position in IVZ in Q2 2015 and held it in 1 quarter. The position peaked at $4K in Q2 2015. 538 funds tracked by Wall St. Rank hold IVZ as of Q3 2015.

Rezny Wealth Management reported no remaining Invesco position as of Q3 2015 after selling out during the quarter.
Rezny Wealth Management sold 122 Invesco shares in Q3 2015, an estimated $4K.
Rezny Wealth Management first reported a position in Invesco in Q2 2015 and held it in 1 quarter.
Rezny Wealth Management's Invesco position peaked at $4K in Q2 2015.
538 funds tracked by Wall St. Rank held Invesco as of Q3 2015.

Based on Rezny Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.