Santa Fe Partners’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
2015
Q4
$1.64M Buy
2015
Q3
$501K Sell
2015
Q2
$3.02M Buy
2015
Q1
$1.33M Sell
2014
Q4
$3.98M Buy
2014
Q3
$2.66M Buy
2014
Q2
$797K Buy
2014
Q1
Sell
2013
Q4
$3.04M Buy
2013
Q3
$2.61M Buy
2013
Q2
$2.43M Buy