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Summit Financial Wealth Advisors’s Invesco IVZ Stock Holding History

Summit Financial Wealth 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
2017
Q4 		– Sell
-9,140
Closed -$320K – 148
2017
Q3 		$320K Sell
9,140
-3,952
-30% -$135K 0.12% 107
2017
Q2 		$461K Sell
13,092
-930
-7% -$30.3K 0.18% 94
2017
Q1 		$430K Sell
14,022
-605
-4% -$18.9K 0.19% 97
2016
Q4 		$444K Sell
14,627
-2,270
-13% -$69.8K 0.2% 97
2016
Q3 		$528K Sell
16,897
-1,240
-7% -$36.4K 0.23% 91
2016
Q2 		$463K Sell
18,137
-1,308
-7% -$38.8K 0.19% 91
2016
Q1 		$598K Buy
19,445
+199
+1% +$5.74K 0.26% 75
2015
Q4 		$644K Buy
+19,246
New +$630K 0.29% 67

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Financial Wealth Advisors's IVZ Position: Q4 2017 in Review

Summit Financial Wealth Advisors sold out of Invesco (IVZ) in Q4 2017, closing a stake of 9,140 shares — an estimated $320K sold.

Summit Financial Wealth Advisors first reported a position in IVZ in Q4 2015 and held it in 8 quarters. The position peaked at $644K in Q4 2015. 615 funds tracked by Wall St. Rank hold IVZ as of Q4 2017.

  • Summit Financial Wealth Advisors reported no remaining Invesco position as of Q4 2017 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 9,140 Invesco shares in Q4 2017, an estimated $320K.
  • Summit Financial Wealth Advisors first reported a position in Invesco in Q4 2015 and held it in 8 quarters.
  • Summit Financial Wealth Advisors's Invesco position peaked at $644K in Q4 2015.
  • 615 funds tracked by Wall St. Rank held Invesco as of Q4 2017.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.