RGI
IVZ icon

River Global Investors’s Invesco IVZ Stock Holding History

River Global Investors’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
2013
Q4 		– Sell
-349,142
Closed -$11.1M – 74
2013
Q3 		$11.1M Sell
349,142
-355,321
-50% -$11.3M 2.5% 19
2013
Q2 		$22.4M Buy
+704,463
New +$22.5M 3.62% 15

Other funds holding IVZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

River Global Investors's IVZ Position: Q4 2013 in Review

River Global Investors sold out of Invesco (IVZ) in Q4 2013, closing a stake of 349,142 shares — an estimated $11.1M sold.

River Global Investors first reported a position in IVZ in Q2 2013 and held it in 2 quarters. The position peaked at $22.4M in Q2 2013. 475 funds tracked by Wall St. Rank hold IVZ as of Q4 2013.

  • River Global Investors reported no remaining Invesco position as of Q4 2013 after selling out during the quarter.
  • River Global Investors sold 349,142 Invesco shares in Q4 2013, an estimated $11.1M.
  • River Global Investors first reported a position in Invesco in Q2 2013 and held it in 2 quarters.
  • River Global Investors's Invesco position peaked at $22.4M in Q2 2013.
  • 475 funds tracked by Wall St. Rank held Invesco as of Q4 2013.

Based on River Global Investors's 13F filing for Q4 2013, filed 3 Feb 2014.