Tiedemann Advisors’s Invesco IVZ Stock Holding History

Tiedemann 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
2019 Q1	–	Sell	-15,187	Closed	-$255K	–	449
2018 Q4	$255K	Buy	+15,187	New	+$304K	0.01%	361

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

Tiedemann Advisors's IVZ Position: Q1 2019 in Review

Tiedemann Advisors sold out of Invesco (IVZ) in Q1 2019, closing a stake of 15,187 shares — an estimated $255K sold.

Tiedemann Advisors first reported a position in IVZ in Q4 2018 and held it in 1 quarter. The position peaked at $255K in Q4 2018. 523 funds tracked by Wall St. Rank hold IVZ as of Q1 2019.

Tiedemann Advisors reported no remaining Invesco position as of Q1 2019 after selling out during the quarter.
Tiedemann Advisors sold 15,187 Invesco shares in Q1 2019, an estimated $255K.
Tiedemann Advisors first reported a position in Invesco in Q4 2018 and held it in 1 quarter.
Tiedemann Advisors's Invesco position peaked at $255K in Q4 2018.
523 funds tracked by Wall St. Rank held Invesco as of Q1 2019.

Based on Tiedemann Advisors's 13F filing for Q1 2019, filed 13 May 2019.