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SevenBridge Financial Group’s Invesco IVZ Stock Holding History

SevenBridge Financial Group’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
Q4 		– Sell
-1,200
Closed -$28K – 587
2018
Q3 		$28K Sell
1,200
-7,010
-85% -$175K 0.01% 300
2018
Q2 		$218K Sell
8,210
-775
-9% -$22.3K 0.12% 130
2018
Q1 		$288K Buy
+8,985
New +$310K 0.17% 108

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

SevenBridge Financial Group's IVZ Position: Q4 2018 in Review

SevenBridge Financial Group sold out of Invesco (IVZ) in Q4 2018, closing a stake of 1,200 shares — an estimated $28K sold.

SevenBridge Financial Group first reported a position in IVZ in Q1 2018 and held it in 3 quarters. The position peaked at $288K in Q1 2018. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • SevenBridge Financial Group reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,200 Invesco shares in Q4 2018, an estimated $28K.
  • SevenBridge Financial Group first reported a position in Invesco in Q1 2018 and held it in 3 quarters.
  • SevenBridge Financial Group's Invesco position peaked at $288K in Q1 2018.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on SevenBridge Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.