RFM
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Royal Fund Management’s Invesco IVZ Stock Holding History

Royal Fund 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
2020
Q1 		– Sell
-32
Closed – – 656
2019
Q4 		$0 Hold
32
– – ﹤0.01% 667
2019
Q3 		$0 Buy
+32
New +$565 ﹤0.01% 627
2019
Q1 		– Sell
-21
Closed – – 628
2018
Q4 		$0 Hold
21
– – ﹤0.01% 613
2018
Q3 		$0 Hold
21
– – ﹤0.01% 586
2018
Q2 		$0 Sell
21
-274
-93% -$7.88K ﹤0.01% 591
2018
Q1 		$9K Buy
295
+203
+221% +$7K ﹤0.01% 352
2017
Q4 		$3K Buy
92
+71
+338% +$2.57K ﹤0.01% 545
2017
Q3 		$0 Sell
21
-68
-76% -$2.32K ﹤0.01% 489
2017
Q2 		$3K Buy
+89
New +$2.9K ﹤0.01% 362

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return