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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 $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

Stadion Money Management's IVZ Position: Q4 2018 in Review

Stadion Money Management sold out of Invesco (IVZ) in Q4 2018, closing a stake of 9,339 shares — an estimated $214K sold.

Stadion Money Management first reported a position in IVZ in Q2 2016 and held it in 10 quarters. The position peaked at $2.41M in Q1 2017. 535 funds tracked by Wall St. Rank hold IVZ as of Q4 2018.

  • Stadion Money Management reported no remaining Invesco position as of Q4 2018 after selling out during the quarter.
  • Stadion Money Management sold 9,339 Invesco shares in Q4 2018, an estimated $214K.
  • Stadion Money Management first reported a position in Invesco in Q2 2016 and held it in 10 quarters.
  • Stadion Money Management's Invesco position peaked at $2.41M in Q1 2017.
  • 535 funds tracked by Wall St. Rank held Invesco as of Q4 2018.

Based on Stadion Money Management's 13F filing for Q4 2018, filed 14 Feb 2019.