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Tower Bridge Advisors’s Invesco IVZ Stock Holding History

Tower Bridge 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
Q2 		– Sell
-11,125
Closed -$215K – 213
2019
Q1 		$215K Sell
11,125
-43,688
-80% -$817K 0.02% 193
2018
Q4 		$918K Sell
54,813
-131,135
-71% -$2.62M 0.12% 115
2018
Q3 		$4.25M Sell
185,948
-96,409
-34% -$2.41M 0.44% 67
2018
Q2 		$7.5M Sell
282,357
-30,102
-10% -$866K 0.84% 43
2018
Q1 		$10M Sell
312,459
-24,116
-7% -$832K 1.11% 33
2017
Q4 		$12.3M Sell
336,575
-7,385
-2% -$267K 1.32% 27
2017
Q3 		$12.1M Buy
343,960
+755
+0.2% +$25.8K 1.37% 25
2017
Q2 		$12.1M Sell
343,205
-1,145
-0.3% -$37.3K 1.38% 22
2017
Q1 		$10.5M Buy
344,350
+244,195
+244% +$7.63M 1.23% 30
2016
Q4 		$3.04M Buy
+100,155
New +$3.08M 0.37% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Tower Bridge Advisors's IVZ Position: Q2 2019 in Review

Tower Bridge Advisors sold out of Invesco (IVZ) in Q2 2019, closing a stake of 11,125 shares — an estimated $215K sold.

Tower Bridge Advisors first reported a position in IVZ in Q4 2016 and held it in 10 quarters. The position peaked at $12.3M in Q4 2017. 530 funds tracked by Wall St. Rank hold IVZ as of Q2 2019.

  • Tower Bridge Advisors reported no remaining Invesco position as of Q2 2019 after selling out during the quarter.
  • Tower Bridge Advisors sold 11,125 Invesco shares in Q2 2019, an estimated $215K.
  • Tower Bridge Advisors first reported a position in Invesco in Q4 2016 and held it in 10 quarters.
  • Tower Bridge Advisors's Invesco position peaked at $12.3M in Q4 2017.
  • 530 funds tracked by Wall St. Rank held Invesco as of Q2 2019.

Based on Tower Bridge Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.