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Sarofim Fayez’s Invesco IVZ Stock Holding History

Sarofim Fayez’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
2013
Q3 		$430K Buy
+13,491
New +$431K ﹤0.01% 180

Other funds holding IVZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sarofim Fayez's IVZ Position: Q3 2013 in Review

Sarofim Fayez opened a new position in Invesco (IVZ) in Q3 2013: 13,491 shares worth $430K. The stake represents ﹤0.01% of the portfolio and ranks #180 among its holdings.

427 funds tracked by Wall St. Rank hold IVZ as of Q3 2013.

  • Sarofim Fayez held 13,491 shares of Invesco worth $430K as of Q3 2013.
  • Invesco was a new Sarofim Fayez position in Q3 2013.
  • Invesco made up ﹤0.01% of Sarofim Fayez's portfolio in Q3 2013, its #180 holding.
  • 427 funds tracked by Wall St. Rank held Invesco as of Q3 2013.

Based on Sarofim Fayez's 13F filing for Q3 2013, filed 14 Nov 2013.