Simply Money Advisors’s Invesco IVZ Stock Holding History

Simply Money Advisors’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	–	Sell	-127	Closed	-$4K	–	236
2013 Q2	$4K	Buy	+127	New	+$4.06K	﹤0.01%	293

Other funds holding IVZ

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simply Money Advisors's IVZ Position: Q3 2013 in Review

Simply Money Advisors sold out of Invesco (IVZ) in Q3 2013, closing a stake of 127 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in IVZ in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 427 funds tracked by Wall St. Rank hold IVZ as of Q3 2013.

Simply Money Advisors reported no remaining Invesco position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 127 Invesco shares in Q3 2013, an estimated $4K.
Simply Money Advisors first reported a position in Invesco in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Invesco position peaked at $4K in Q2 2013.
427 funds tracked by Wall St. Rank held Invesco as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.