Sharkey, Howes & Javer’s Invesco IVZ Stock Holding History

Sharkey, Howes & Javer’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
2015 Q2	–	Sell	-310	Closed	-$12K	–	220
2015 Q1	$12K	Buy	+310	New	+$12.1K	0.01%	172

Other funds holding IVZ

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sharkey, Howes & Javer's IVZ Position: Q2 2015 in Review

Sharkey, Howes & Javer sold out of Invesco (IVZ) in Q2 2015, closing a stake of 310 shares — an estimated $12K sold.

Sharkey, Howes & Javer first reported a position in IVZ in Q1 2015 and held it in 1 quarter. The position peaked at $12K in Q1 2015. 556 funds tracked by Wall St. Rank hold IVZ as of Q2 2015.

Sharkey, Howes & Javer reported no remaining Invesco position as of Q2 2015 after selling out during the quarter.
Sharkey, Howes & Javer sold 310 Invesco shares in Q2 2015, an estimated $12K.
Sharkey, Howes & Javer first reported a position in Invesco in Q1 2015 and held it in 1 quarter.
Sharkey, Howes & Javer's Invesco position peaked at $12K in Q1 2015.
556 funds tracked by Wall St. Rank held Invesco as of Q2 2015.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2015, filed 5 Aug 2015.