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Tradewinds Capital Management’s Invesco IVZ Stock Holding History

Tradewinds Capital Management’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
Q2 		– Sell
-194
Closed -$6K – 679
2017
Q1 		$6K Buy
+194
New +$6.06K ﹤0.01% 462

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State Street
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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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tradewinds Capital Management's IVZ Position: Q2 2017 in Review

Tradewinds Capital Management sold out of Invesco (IVZ) in Q2 2017, closing a stake of 194 shares — an estimated $6K sold.

Tradewinds Capital Management first reported a position in IVZ in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 565 funds tracked by Wall St. Rank hold IVZ as of Q2 2017.

  • Tradewinds Capital Management reported no remaining Invesco position as of Q2 2017 after selling out during the quarter.
  • Tradewinds Capital Management sold 194 Invesco shares in Q2 2017, an estimated $6K.
  • Tradewinds Capital Management first reported a position in Invesco in Q1 2017 and held it in 1 quarter.
  • Tradewinds Capital Management's Invesco position peaked at $6K in Q1 2017.
  • 565 funds tracked by Wall St. Rank held Invesco as of Q2 2017.

Based on Tradewinds Capital Management's 13F filing for Q2 2017, filed 1 Aug 2017.