SCA
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SAC Capital Advisors’s Invesco IVZ Stock Holding History

SAC Capital 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
2014
Q2 		– Sell
-201,502
Closed -$7.46M – 513
2014
Q1 		$7.46M Buy
201,502
+133,573
+197% +$4.63M 0.04% 470
2013
Q4 		$2.47M Buy
67,929
+30,327
+81% +$1.03M 0.01% 652
2013
Q3 		$1.2M Sell
37,602
-74,398
-66% -$2.37M 0.01% 881
2013
Q2 		$3.56M Buy
+112,000
New +$3.58M 0.02% 604

Other funds holding IVZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IIS
Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

SAC Capital Advisors's IVZ Position: Q2 2014 in Review

SAC Capital Advisors sold out of Invesco (IVZ) in Q2 2014, closing a stake of 201,502 shares — an estimated $7.46M sold.

SAC Capital Advisors first reported a position in IVZ in Q2 2013 and held it in 4 quarters. The position peaked at $7.46M in Q1 2014. 487 funds tracked by Wall St. Rank hold IVZ as of Q2 2014.

  • SAC Capital Advisors reported no remaining Invesco position as of Q2 2014 after selling out during the quarter.
  • SAC Capital Advisors sold 201,502 Invesco shares in Q2 2014, an estimated $7.46M.
  • SAC Capital Advisors first reported a position in Invesco in Q2 2013 and held it in 4 quarters.
  • SAC Capital Advisors's Invesco position peaked at $7.46M in Q1 2014.
  • 487 funds tracked by Wall St. Rank held Invesco as of Q2 2014.

Based on SAC Capital Advisors's 13F filing for Q2 2014.