SFWA
IVZ icon

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 $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $1.9T AUM 41.92% 1-Year Est. Return