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 Q2	–	Sell	-12	Closed	-$1K	–	610
2018 Q1	$1K	Buy	+12	New	+$414	﹤0.01%	590

Other funds holding IVZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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.