SMM
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Stadion Money Management’s Invesco IVZ Stock Holding History

Stadion Money Management’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
-9,339
Closed -$214K – 118
2018
Q3 		$214K Hold
9,339
– – 0.01% 113
2018
Q2 		$248K Hold
9,339
– – 0.01% 114
2018
Q1 		$299K Sell
9,339
-1,987
-18% -$68.5K 0.01% 98
2017
Q4 		$414K Sell
11,326
-4,673
-29% -$169K 0.01% 98
2017
Q3 		$561K Sell
15,999
-2,717
-15% -$92.8K 0.02% 101
2017
Q2 		$659K Sell
18,716
-59,940
-76% -$1.95M 0.02% 100
2017
Q1 		$2.41M Buy
78,656
+5,517
+8% +$172K 0.08% 90
2016
Q4 		$2.22M Buy
73,139
+7,373
+11% +$227K 0.07% 102
2016
Q3 		$2.06M Sell
65,766
-7,470
-10% -$219K 0.06% 73
2016
Q2 		$1.87M Buy
+73,236
New +$2.17M 0.06% 86

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return