RWA Wealth Partners’s Invesco IVZ Stock Holding History

RWA Wealth Partners’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	-1,800	Closed	-$48K	–	474
2018 Q2	$48K	Hold	1,800	–	–	0.01%	420
2018 Q1	$58K	Buy	+1,800	New	+$62.1K	0.01%	320

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

RWA Wealth Partners's IVZ Position: Q3 2018 in Review

RWA Wealth Partners sold out of Invesco (IVZ) in Q3 2018, closing a stake of 1,800 shares — an estimated $48K sold.

RWA Wealth Partners first reported a position in IVZ in Q1 2018 and held it in 2 quarters. The position peaked at $58K in Q1 2018. 565 funds tracked by Wall St. Rank hold IVZ as of Q3 2018.

RWA Wealth Partners reported no remaining Invesco position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 1,800 Invesco shares in Q3 2018, an estimated $48K.
RWA Wealth Partners first reported a position in Invesco in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's Invesco position peaked at $58K in Q1 2018.
565 funds tracked by Wall St. Rank held Invesco as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.