Sumitomo Mitsui Financial Group’s Invesco IVZ Stock Holding History

Sumitomo Mitsui 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
2019 Q1	–	Sell	-70,621	Closed	-$1.17M	–	123
2018 Q4	$1.17M	Buy	70,621 +8,609	+14%	+$172K	0.07%	54
2018 Q3	$1.42M	Sell	62,012 -906	-1%	-$22.6K	0.12%	47
2018 Q2	$1.67M	Buy	62,918 +18,037	+40%	+$519K	0.17%	40
2018 Q1	$1.44M	Buy	44,881 +7,295	+19%	+$252K	0.13%	45
2017 Q4	$1.37M	Buy	37,586 +802	+2%	+$29K	0.18%	39
2017 Q3	$1.29M	Buy	36,784 +2,432	+7%	+$83.1K	0.15%	45
2017 Q2	$1.21M	Buy	34,352 +1,116	+3%	+$36.4K	0.25%	40
2017 Q1	$1.02M	Sell	33,236 -1,217	-4%	-$38K	0.19%	22
2016 Q4	$1.04M	Buy	+34,453	New	+$1.06M	0.24%	22

Other funds holding IVZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Kiltearn Partners Edinburgh, United Kingdom $412M AUM 26.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Sumitomo Mitsui Financial Group's IVZ Position: Q1 2019 in Review

Sumitomo Mitsui Financial Group sold out of Invesco (IVZ) in Q1 2019, closing a stake of 70,621 shares — an estimated $1.17M sold.

Sumitomo Mitsui Financial Group first reported a position in IVZ in Q4 2016 and held it in 9 quarters. The position peaked at $1.67M in Q2 2018. 523 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

Sumitomo Mitsui Financial Group reported no remaining Invesco position as of Q1 2019 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 70,621 Invesco shares in Q1 2019, an estimated $1.17M.
Sumitomo Mitsui Financial Group first reported a position in Invesco in Q4 2016 and held it in 9 quarters.
Sumitomo Mitsui Financial Group's Invesco position peaked at $1.67M in Q2 2018.
523 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2019, filed 14 May 2019.