Waddell & Reed Financial’s Invesco IVZ Stock Holding History

Waddell & Reed Financial’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 Q1	–	Sell	-7,530	Closed	-$228K	–	563
2016 Q4	$228K	Buy	+7,530	New	+$232K	﹤0.01%	571

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Waddell & Reed Financial's IVZ Position: Q1 2017 in Review

Waddell & Reed Financial sold out of Invesco (IVZ) in Q1 2017, closing a stake of 7,530 shares — an estimated $228K sold.

Waddell & Reed Financial first reported a position in IVZ in Q4 2016 and held it in 1 quarter. The position peaked at $228K in Q4 2016. 541 funds tracked by Wall St. Rank hold IVZ as of Q1 2017.

Waddell & Reed Financial reported no remaining Invesco position as of Q1 2017 after selling out during the quarter.
Waddell & Reed Financial sold 7,530 Invesco shares in Q1 2017, an estimated $228K.
Waddell & Reed Financial first reported a position in Invesco in Q4 2016 and held it in 1 quarter.
Waddell & Reed Financial's Invesco position peaked at $228K in Q4 2016.
541 funds tracked by Wall St. Rank held Invesco as of Q1 2017.

Based on Waddell & Reed Financial's 13F filing for Q1 2017, filed 15 May 2017.