RCA
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Rowland Carmichael Advisors’s Invesco IVZ Stock Holding History

Rowland Carmichael Advisors’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
Q3 		– Sell
-7,540
Closed -$200K – 360
2018
Q2 		$200K Hold
7,540
– – 0.08% 267
2018
Q1 		$241K Hold
7,540
– – 0.13% 212
2017
Q4 		$276K Hold
7,540
– – 0.14% 191
2017
Q3 		$264K Hold
7,540
– – 0.15% 183
2017
Q2 		$265K Hold
7,540
– – 0.15% 176
2017
Q1 		$231K Hold
7,540
– – 0.14% 195
2016
Q4 		$229K Sell
7,540
-118
-2% -$3.63K 0.14% 208
2016
Q3 		$239K Buy
+7,658
New +$225K 0.15% 194

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return